Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Erik Parhiala has over 40 years of experience in the financial services industry. Paul is a registered representative and investment advisor representative with Centaurus Financial, Inc. Prior to joining Centaurus Financial, Inc. Paul worked at Securities America, Inc., EPlanning Securities, Inc., Mutual Service Corporation, Titan/Value Equities Group, Inc., Value Equities Corporation, and WZW Financial Services, Inc. Paul holds FINRA Series 7, 24, and 66 licenses. Paul is also a CPA and the owner of Parhiala Financial. Paul provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses.
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
CA
12/03/2009 - Present
Centaurus Financial, Inc. (FREMONT CA)
CA
12/24/2008 - 12/03/2009
SECURITIES AMERICA, INC. (PLEASANTON CA)
CA
09/15/2009 - 09/15/2009
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
01/03/2006 - 12/31/2008
EPLANNING SECURITIES, INC. (PLEASANTON CA)
CA
03/31/1999 - 12/31/2005
MUTUAL SERVICE CORPORATION (FREMONT CA)
CA
11/07/1989 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
04/18/1984 - 11/07/1989
VALUE EQUITIES CORPORATION
NA
04/29/1982 - 04/19/1984
WZW FINANCIAL SERVICES, INC.
BOTH
Issued 07/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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