Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Hershenberg is a financial advisor with over 25 years of experience in the industry. Paul is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in multiple states. Paul has a strong track record of providing personalized financial planning and investment management services to individuals, families, and businesses. Paul is committed to helping clients achieve their financial goals and is dedicated to building long-term relationships with them.
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.
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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (TEMPE AZ)
AZ
02/04/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TEMPE AZ)
AZ
01/20/2005 - 02/14/2008
NEW ENGLAND SECURITIES (PHOENIX AZ)
IN
04/21/1998 - 01/31/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/21/1998 - 01/31/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 05/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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