Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Curtis Weiner is an investment advisor representative with LPL Financial LLC. Paul has been in the securities industry since June 1, 1997. Paul is registered with the state of California as a broker-dealer and investment advisor representative. Paul is also registered as an investment advisor representative in Texas. Paul has held previous positions with ASSOCIATED SECURITIES CORP., SUTRO & CO. INCORPORATED, EDWARD D. JONES & CO., L.P., and BARABAN SECURITIES, INC. Paul has a Series 63, Series 65, Series 7, and Series 24 license. Paul's firm has over 168,915 clients with over $463 billion in assets under management.
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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CA
09/08/2009 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
01/10/2001 - 09/08/2009
ASSOCIATED SECURITIES CORP. (LOS ANGELES CA)
MA
12/12/2000 - 12/21/2000
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
03/21/1997 - 10/29/1999
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MO
06/04/1996 - 03/14/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
CA
03/25/1996 - 07/15/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 07/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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