Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Benson Marks is a financial advisor with Truewealth Advisors, LLC. Paul has been a registered investment advisor for 17 years and has a strong background in wealth management. Paul's commitment to providing personalized financial advice helps clients achieve their financial goals. He is passionate about helping clients make informed financial decisions. Truewealth Advisors, LLC is a registered investment advisor that provides a variety of financial services to individuals, families, and businesses. The firm has a commitment to providing clients with a comprehensive and personalized financial plan.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
09/06/2019 - Present
Truewealth Advisors, LLC (HOOVER AL)
BC
Issued 06/02/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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