Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bernard Solomon is a financial advisor with over 40 years of experience in the financial industry. Paul is currently registered with David Lerner Associates, Inc. Paul is a Series 7, 6, 52, 22 and 63 licensed individual. Paul holds registrations in 14 states including New York, Florida, California, Texas, Illinois, Pennsylvania, and others.
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.
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.
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NY
04/09/1979 - Present
David Lerner Associates, Inc. (SYOSSET NY)
BC
Issued 07/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/02/1979
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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