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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Figueroa is an investment advisor representative at Broadway Wealth Solutions. Paul has been in the industry since 2014. Paul holds a Series 65 license. Paul has been registered with the state of Texas since June 6, 2023. Paul has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Paul is specialized in providing portfolio management services for both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
06/06/2023 - Present
Broadway Wealth Solutions (SAN ANTONIO TX)
IA
Issued 12/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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