Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jeffery Fogelman is a financial advisor registered in New York with Innovation Partners LLC, a registered investment advisor firm based in Charlotte, North Carolina. Paul has over 25 years of experience in the financial services industry. His specialties include consulting services to qualified retirement plans, financial planning, pension consulting and selection of other advisors. Paul's commitment is to provide customized financial solutions to individuals and businesses.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
NC
05/29/2018 - Present
Innovation Partners LLC (CHARLOTTE NC)
NY
01/06/2012 - 05/25/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WHITE PLAINS NY)
NY
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (BROOKLYN NY)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
03/14/1994 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 03/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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