Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mann is a financial advisor with Trajan Wealth, LLC. Paul has been in the industry for over 20 years. Paul has experience in providing financial planning, portfolio management for individuals and investment companies, and educational seminars. Paul is also licensed to sell insurance. Paul has been a registered investment advisor in Arizona since 2019.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
AZ
07/03/2019 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
AZ
10/05/2010 - 06/30/2011
BROKERSXPRESS LLC (GILBERT AZ)
AZ
01/15/2009 - 09/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
AZ
05/15/2008 - 01/05/2009
ALLSTATE FINANCIAL SERVICES, LLC (CHANDLER AZ)
AZ
02/20/2006 - 05/02/2008
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
NY
07/23/2004 - 04/11/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/11/2004 - 08/12/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
TX
11/05/1999 - 04/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 10/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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