Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Marx is a registered representative with LPL Financial LLC. Paul has been in the financial services industry since January 2008. Paul is licensed to sell securities in 15 states. Paul is also a registered investment advisor. In addition to his securities licenses, Paul holds the Series 66, Series 7, and SIE exams. Paul has experience providing financial planning and portfolio management for individuals and businesses. Paul's previous experience includes working for EDWARD JONES. Paul's office is located in EL DORADO, AR.
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.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
AR
01/19/2012 - Present
LPL Financial LLC (EL DORADO AR)
AR
01/01/2008 - 12/20/2011
EDWARD JONES (EL DORADO AR)
BOTH
Issued 01/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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