Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Maurin is a financial advisor with Osaic Wealth, Inc. based in LAKE IN THE HILLS, IL. Paul is a seasoned professional with a wealth of experience in the financial services industry, having worked in various roles for over 20 years. He holds both Series 6 and 63 licenses as well as Series 65 and SIE licenses. Paul works with a diverse clientele that includes individuals, businesses, and trusts and provides services such as financial planning, pension consulting and portfolio management for individuals and businesses. Paul also holds an active registration in the states of Arizona, California, Florida, Illinois, Indiana, Missouri, Oklahoma, Tennessee and Wisconsin.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
05/26/2016 - Present
Osaic Wealth, Inc. (LAKE IN THE HILLS IL)
OK
12/02/2011 - 11/17/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (TULSA OK)
IL
03/09/1993 - 11/28/2011
WOODBURY FINANCIAL SERVICES, INC. (CRYSTAL LAKE IL)
GA
12/07/1992 - 03/30/1993
PFS INVESTMENTS INC. (DULUTH GA)
NA
06/27/1986 - 11/20/1986
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 08/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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