Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Scherf is an active investment advisor representative with MML Investors Services, LLC. Paul has been in the industry since October 2004. Paul has been registered with MML Investors Services, LLC since March 2017. Prior to joining MML Investors Services, LLC, Paul worked at MSI Financial Services, Inc. and New England Securities. Paul Scherf is registered with the states of Arizona, California, Colorado, Florida, Georgia, Hawaii, Nevada, North Carolina, Oregon, Texas and Washington. Paul Scherf is also a certified financial planner.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
04/02/2019 - Present
MML Investors Services, LLC (San Mateo CA)
CA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FOSTER CITY CA)
CA
01/22/2008 - 01/02/2015
NEW ENGLAND SECURITIES (FOSTER CITY CA)
CA
10/14/2004 - 01/24/2008
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
BOTH
Issued 10/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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