Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Soroka is a financial advisor who has been in the industry since 1998. Paul is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Denver, Colorado. Paul has previously been registered with Transamerica Investors Securities Corporation, Jackson National Life Distributors LLC, and Cigna Financial Advisors, Inc. Paul's areas of expertise include financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
11/10/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
09/13/2018 - 07/13/2023
TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)
CO
03/20/2017 - 09/11/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
10/28/1997 - 10/28/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
PA
07/25/1996 - 09/17/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 12/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Soroka is the right advisor for you? Invested Better is here to help.
