Unclaimed
Paul Edward Torgersen is a financial advisor registered with D.A. Davidson & Co. Paul has been in the financial services industry since June 2024. Paul is registered in Texas and Virginia and holds the Series 66 license. Paul specializes in financial planning, pension consulting and portfolio management. Paul also provides educational seminars and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
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VA
12/19/2024 - Present
D.a. Davidson & Co. (BLACKSBURG VA)
Active
Inactive
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