Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Purwin is an Investment Advisor Representative at Commonwealth Financial Network and Longwave Financial LLC. Paul has over 16 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™. He is registered to provide investment advice in New Jersey and New York. Paul specializes in financial planning, portfolio management, and retirement planning. He is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
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
NY
06/29/2021 - Present
Commonwealth Financial Network (NEW YORK NY)
NY
06/01/2009 - 01/10/2014
MORGAN STANLEY (NEW YORK NY)
NY
12/08/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
11/01/2006 - 11/20/2006
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)
BOTH
Issued 06/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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