Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Emrick has been in the industry since August 1992 and is currently registered with New Edge Wealth. Paul is a registered representative with over 30 years of experience and is actively involved with clients' financial needs. Paul has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
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.
1
2
PA
01/02/2025 - Present
NEW Edge Wealth (Allentown PA)
PA
04/05/2013 - 08/22/2024
MORGAN STANLEY (Allentown PA)
PA
09/17/2010 - 04/18/2013
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
PA
12/11/2000 - 09/08/2010
M HOLDINGS SECURITIES, INC. (BETHLEHAM PA)
MA
03/22/1999 - 01/04/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
PA
07/24/1998 - 03/20/1999
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)
MA
09/09/1997 - 07/22/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
02/22/1996 - 09/17/1997
FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)
DE
03/05/1994 - 03/05/1996
PML SECURITIES COMPANY (NEWARK DE)
OH
08/20/1992 - 03/16/1994
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 10/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Paul Emrick is the right advisor for you? Invested Better is here to help.
