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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Okonoski is an investment advisor representative at LPL Financial LLC and has been in the financial industry since 2005. Paul Okonoski is licensed in 53 states and the District of Columbia and has a total of 57 registrations including both broker-dealer and investment advisor licenses. Paul Okonoski is registered as an investment advisor representative in California and Texas. Paul Okonoski provides financial planning, portfolio management, and educational seminars for individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/13/2022 - Present
LPL Financial LLC (PEORIA AZ)
CA
09/15/2021 - 12/10/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
AZ
07/09/2007 - 11/27/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
09/13/2005 - 05/03/2006
FARMERS FINANCIAL SOLUTIONS, LLC (PHOENIX AZ)
BOTH
Issued 05/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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