Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jorgensen is an active investment advisor representative with a strong background in financial services. Paul has been a licensed financial professional since 1991 and has held licenses with several firms throughout their career. Paul currently holds a Series 6, 7, 26, 63, and 66 license as well as the Securities Industry Essentials Examination (SIE). Paul is currently registered with Osaic Wealth, INC. in Richmond, Virginia. Osaic Wealth, INC. offers a wide range of investment advisory services, including financial planning, pension consulting, and educational seminars.
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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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (RICHMOND VA)
VA
08/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (RICHMOND VA)
VA
04/23/2002 - 09/01/2017
NEXT FINANCIAL GROUP, INC. (RICHMOND VA)
AZ
03/20/1997 - 04/29/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
SC
12/18/1996 - 03/25/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
09/01/1993 - 01/01/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
06/28/1991 - 08/27/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/28/1991 - 08/27/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/9/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/7/1996
Series 7 - General Securities Representative Examination
BC
Issued 6/3/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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