Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul James Liffengren is a financial advisor with Fidelity Personal and Workplace Advisors. Paul has been in the industry since 2000 and holds a Series 7, Series 63, and Series 66 license. Paul has worked at various firms including TD Ameritrade, Charles Schwab & Co., Inc. and Charles Schwab Bank. Paul is registered in 53 states and is a board member at large for the Venue Theatre Company. Paul's firm offers a variety of financial planning and portfolio management services to individual and business clients.
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.
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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2
CO
05/10/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
05/04/2018 - 01/11/2021
TD AMERITRADE, INC. (Denver CO)
CO
10/04/2000 - 01/17/2018
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BOTH
Issued 03/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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