Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Eichman is a registered representative with Oaktree Advisors LLC, located in Coopersburg, Pennsylvania. Paul has been in the financial services industry since December 2009 and is currently registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Paul is also registered as an investment advisor representative with Oaktree Advisors LLC. Paul's areas of expertise include providing financial and investment advice to individuals and small businesses. He is dedicated to helping clients achieve their financial goals through personalized financial planning and investment management services. Paul is committed to providing his clients with the highest level of service and integrity.
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.
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.
Trust services
1
2
PA
10/22/2013 - Present
Oaktree Advisors LLC (COOPERSBURG PA)
IA
Issued 03/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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