Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ohanian is a Certified Financial Planner™ with over 20 years of experience in the financial services industry. Paul is registered with Scottsdale Wealth Planning, Inc., a Registered Investment Advisor. Previously, Paul has held positions at BMA Securities, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Prudential Securities Incorporated, The Lincoln National Life Insurance Company, WestAmerica Investment Group, Lincoln Financial Advisors Corporation, PML Securities Company, Sun Investment Services Company, and IDS Marketing Corporation. Paul has a wide range of experience in various financial services fields, including investment advisory and insurance services. Paul is committed to providing clients with personalized financial advice and guidance.
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.
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.
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AZ
02/22/2019 - Present
Scottsdale Wealth Planning, Inc. (SCOTTSDALE AZ)
AZ
03/17/2008 - 01/21/2014
BMA SECURITIES (SCOTTSDALE AZ)
AZ
10/31/2005 - 03/14/2008
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
10/29/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
06/20/2000 - 10/04/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IN
09/17/1992 - 08/17/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
12/14/1992 - 06/22/2000
WESTAMERICA INVESTMENT GROUP (SCOTTSDALE AZ)
IN
09/17/1992 - 03/31/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
DE
10/16/1989 - 09/16/1992
PML SECURITIES COMPANY (NEWARK DE)
MA
05/23/1989 - 10/05/1989
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
10/23/1985 - 11/30/1985
IDS MARKETING CORPORATION
BOTH
Issued 04/03/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2007
Series 4 - Registered Options Principal Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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