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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Zahorchak is a financial advisor with LPL Financial LLC. Paul has been in the industry since September 2002. Paul holds both a Series 7 and Series 66 license, and also has a Series 24 designation. Paul works with a variety of clients including individuals, high-net-worth individuals, corporations, and trusts. Previously, Paul has also worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Paul is a registered investment advisor in Virginia, Florida, North Carolina, Pennsylvania, West Virginia, New Jersey and the District of Columbia.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
02/12/2010 - Present
LPL Financial LLC (ROANOKE VA)
VA
08/26/2005 - 02/17/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROANOKE VA)
NJ
09/09/2002 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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