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 Szkotak is an active investment advisor representative at Eagle Strategies LLC, where Paul has been employed since November 2023. Paul holds Series 63, Series 65 and Series 7TO licenses. Paul is also registered with FINRA as a general securities representative. Paul is currently registered with the state of New Jersey and Pennsylvania as an Investment Advisor Representative and as a Securities Agent. Paul is also registered with the state of Texas as a Securities Agent. In addition to these licenses and registrations, Paul also holds a SIE license. Paul has a long history of experience in the financial services industry, having worked for a number of firms over the past 12 years. Paul's areas of specialization include financial planning, retirement planning, and college savings. Paul is committed to providing clients with personalized financial advice and guidance.
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.
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
PA
11/15/2023 - Present
Eagle Strategies LLC (HORSHAM PA)
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Paul Szkotak is the right advisor for you? Invested Better is here to help.
