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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 Sterzinger is an investment advisor representative for Kingswood Wealth Advisors, LLC with over 15 years of experience in the financial services industry. Paul holds the Series 6, 7, 63 and 66 securities licenses. Paul is also a Certified Financial Planner. Paul has worked with a variety of clients including individuals, families, corporations, trusts, businesses and retirement plans. Paul is dedicated to providing personalized financial advice and guidance to help his clients achieve their financial goals. Paul is currently licensed to provide financial advice in Florida, Oklahoma, and Wisconsin.
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.
Hourly consulting
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
FL
01/17/2024 - Present
Kingswood Wealth Advisors, LLC (Winter Park FL)
FL
01/04/2021 - 06/30/2023
LEVEL FOUR FINANCIAL, LLC (Clearwater FL)
FL
01/06/2020 - 12/31/2020
LPL FINANCIAL LLC (CLEARWATER FL)
FL
06/19/2012 - 01/09/2020
EDWARD JONES (NEW PORT RICHEY FL)
FL
05/22/2009 - 06/08/2012
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
GA
11/24/2000 - 11/01/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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