Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Brian Wolf is an investment advisor representative with CWM, LLC. Paul is registered with the state of Florida, New York and Texas. He is also registered with the Securities and Exchange Commission. Paul has been in the financial services industry for over 20 years. Paul has a Series 7, 62, 63, and 65 license. He is a Certified Financial Planner. Paul works with a variety of clients, including individuals, families, businesses, and retirement plans. Paul provides a range of services, including financial planning, investment management, and insurance. Paul is committed to providing his clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NY
08/07/2023 - Present
CWM, LLC (Ronkonkoma NY)
NY
08/02/2010 - 11/08/2012
LINCOLN INVESTMENT (RONKONKOMA NY)
NY
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (RONKONKOMA NY)
IL
07/12/1996 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
11/15/1994 - 04/02/1996
PMG SECURITIES CORPORATION (ELGIN IL)
IA
Issued 05/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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