Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul George Liebezeit is a financial professional with over 25 years of experience in the financial services industry. Paul is currently registered as a Registered Representative with MMA Securities LLC and MMA Asset Management LLC. Paul has held previous positions at several other firms including PURSHE KAPLAN STERLING INVESTMENTS, LPL FINANCIAL LLC, NRP FINANCIAL, INC., MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC. Paul is a Certified Financial Planner and holds Series 6, 7, 24, 31, 63, and 65 licenses. Paul is an active member of the financial services industry and serves on the investment committee of the Academy of Notre Dame.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
1
2
MA
05/29/2019 - Present
MMA Securities LLC (Boston MA)
PA
11/19/2014 - 01/27/2020
PURSHE KAPLAN STERLING INVESTMENTS (Pittsburg PA)
PA
12/01/2010 - 10/17/2014
LPL FINANCIAL LLC (PLYMOUTH MEETING PA)
PA
10/02/2009 - 12/01/2010
NRP FINANCIAL, INC. (PLYMOUTH MEETING PA)
PA
06/01/2009 - 10/05/2009
MORGAN STANLEY SMITH BARNEY (WAYNE PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
11/06/1997 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
NJ
10/19/1994 - 10/02/1997
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 01/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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