Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Levine is a registered representative with Osaic Wealth, Inc. Paul has been in the financial industry since 1984. Paul holds the Series 6, SIE and Series 63 licenses. Paul is currently registered in Arizona, Florida, Illinois and Indiana. Paul has previously been registered with INTEGRATED RESOURCES EQUITY CORPORATION, ANCHOR NATIONAL FINANCIAL SERVICES, INC. and NEL EQUITY SERVICES CORPORATION. Paul's areas of specialization include Investment Company Products/Variable Contracts, Securities Industry Essentials Examination, Uniform Securities Agent State Law Examination and Financial Planning, Pension Consulting, Educational Seminars and Selection of Other Advisors.
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.
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
IL
11/19/1989 - Present
Osaic Wealth, Inc. (Lincolnwood IL)
NA
08/01/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/15/1985 - 05/14/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
05/07/1984 - 12/23/1985
NEL EQUITY SERVICES CORPORATION
BC
Issued 03/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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