Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Oscar Solorzano is a financial advisor with Commonwealth Financial Network. Paul has been in the financial industry since 1990 and has a broad range of experience. Paul has been registered with Lincoln Financial Advisors Corporation for over 20 years. Currently, Paul is registered with Commonwealth Financial Network and is actively providing financial services to clients in California and several other states. Paul holds several industry licenses, including Series 7, Series 63, Series 66 and the SIE. Paul specializes in providing financial planning, portfolio management, and pension consulting services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
05/07/2024 - Present
Commonwealth Financial Network (San Francisco CA)
CA
10/05/2001 - 05/07/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN FRANCISCO CA)
IN
10/05/2001 - 04/07/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
07/31/1993 - 02/05/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/15/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 11/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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