Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Eberz is a financial professional with over 40 years of experience in the securities industry. He is currently registered with Osaic Wealth, Inc. and has been active in the industry since September 18, 1982. Paul is a licensed insurance agent in NY, offering products such as Long Term Care Insurance, Life products, and Fixed and Variable Annuities. Paul is committed to providing financial guidance and education to clients, helping them achieve their financial goals.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
NY
10/17/1986 - 07/17/2020
INVESTACORP, INC. (WILLIAMSVILLE NY)
NA
06/12/1985 - 08/26/1986
RADFORD CAPITAL CORPORATION
NA
07/30/1982 - 10/03/1985
TRAVELERS EQUITIES SALES, INC.
NA
10/28/1982 - 11/19/1984
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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