Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Essner is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with Osaic Wealth, Inc., and is also registered in ten states including Arizona, California, Connecticut, Florida, Georgia, Kansas, New Jersey, New York, Pennsylvania. Paul is a Certified Financial Planner, offering a wide range of financial services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Prior to joining Osaic Wealth, Inc., Paul was a financial advisor at Securities America, Inc. and MML Investors Services, Inc. Paul has been providing clients with personalized financial advice and solutions.
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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NY
06/14/2024 - Present
Osaic Wealth, Inc. (UNIONDALE NY)
NY
06/01/2009 - 06/14/2024
SECURITIES AMERICA, INC. (GARDEN CITY NY)
NY
05/09/2003 - 06/16/2009
MML INVESTORS SERVICES, INC. (GARDEN CITY NY)
NY
06/01/1992 - 05/22/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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