Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul John Felix is a financial advisor with over 20 years of experience. Paul is registered with MML Investors Services, LLC. Paul has earned the Chartered Financial Consultant designation. Paul has a series 66 license and has been registered with the state of Pennsylvania since 2020. Paul has been registered with the state of Texas since 2022. Paul has previously worked for AXA Advisors, LLC, and Momentum Securities, L.L.C. Paul is located in Bala Cynwyd, Pennsylvania.
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
PA
07/01/2022 - Present
MML Investors Services, LLC (BALA CYNWYD PA)
NY
05/02/2002 - 07/13/2009
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/20/2001 - 03/13/2002
MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)
BOTH
Issued 06/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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