Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Seidman is a financial advisor with Mercer Global Advisors Inc. Paul is registered with the state of Arizona and has been in the industry since 2003. Paul holds the Series 66 and Series 7 licenses and is also a Certified Financial Planner. Paul has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Paul has experience with a variety of investment strategies, including portfolio management, financial planning, and estate planning. Paul is committed to providing personalized service to each of Paul’s clients and helping Paul's clients achieve their financial goals. Paul has previously been affiliated with First Allied Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Investments, LLC.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
AZ
02/15/2018 - Present
Mercer Global Advisors Inc. (Scottsdale AZ)
AZ
04/24/2009 - 02/25/2011
FIRST ALLIED SECURITIES, INC. (SCOTTSDALE AZ)
AZ
07/13/2007 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
11/28/2003 - 07/17/2007
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
BOTH
Issued 12/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Paul Seidman is the right advisor for you? Invested Better is here to help.
