Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Levin is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with LPL Financial LLC, a national financial services firm. Previously, Paul held roles with WS Griffith Securities, Inc. and Phoenix Equity Planning Corporation, among others. Paul has a strong track record of providing financial advice to individuals, families, and businesses. Paul has earned the Certified Financial Planner and Chartered Financial Consultant designations. Paul is a Series 6, 7, 24, and 63 licensed professional. Paul specializes in providing financial planning and investment management services.
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
NJ
09/30/2024 - Present
LPL Financial LLC (CHERRY HILL NJ)
NJ
06/01/2004 - 02/28/2017
LPL FINANCIAL LLC (CHERRY HILL NJ)
CT
03/15/1993 - 06/14/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
12/21/1990 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
01/01/1988 - 12/21/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/01/1988 - 12/21/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
08/31/1987 - 11/10/1987
PAMCO SECURITIES AND INSURANCE SERVICES
MA
09/25/1984 - 09/24/1987
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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