Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul E. Jorgensen is a financial advisor with Osaic Wealth, Inc. Paul has over 30 years of experience in the financial services industry. Paul has a wide range of experience in financial planning, investment management, and retirement planning. Paul specializes in providing financial advice to individuals, families, businesses, and retirement plans. Paul is a Registered Representative of Securities America, Inc. and is also a Registered Investment Advisor. Paul is committed to providing his clients with personalized financial advice 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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HENRICO 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 11/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Jorgensen is the right advisor for you? Invested Better is here to help.
