Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Soraci is a financial advisor at Osaic Wealth, Inc. Paul has been in the financial industry since 1983. Paul specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide financial advice in Colorado, Illinois, South Dakota, and Texas. Paul has been a financial advisor at Osaic Wealth, Inc. since March 1994.
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
CO
03/20/2015 - Present
Osaic Wealth, Inc. (FORT COLLINS CO)
CA
07/17/1989 - 03/04/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
KS
07/22/1983 - 08/03/1989
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
07/02/1983 - 11/19/1984
FIRST INVESTORS CORPORATION
BC
Issued 06/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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