Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Danziger is a financial advisor with over 16 years of experience in the financial services industry. Paul is currently registered with AE Wealth Management, LLC in Bethesda, MD. Paul holds Series 6, 22, and 65 licenses, and has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Paul is committed to helping clients 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.
A percentage of the total value of assets under management is charged.
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MD
01/19/2022 - Present
AE Wealth Management, LLC (Bethesda MD)
MD
08/29/2011 - 05/03/2016
CENTER STREET SECURITIES, INC. (BETHESDA MD)
MD
08/11/2005 - 09/19/2007
MML INVESTORS SERVICES, INC. (BETHESDA MD)
IA
Issued 12/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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