Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tencer is a financial advisor at LPL Financial LLC with over 16 years of experience in the financial services industry. Paul has a broad range of experience, having previously worked for firms such as World Equity Group, Inc. and Anthem Securities, Inc. Paul holds both Series 6 and Series 63 licenses, as well as a Series 22 and Series 65 license. Paul's primary focus is providing investment advisory services to individuals and businesses. Paul is also active in the community and frequently gives presentations on retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
06/02/2021 - Present
LPL Financial LLC (LOUISVILLE CO)
CO
03/25/2015 - 06/07/2021
WORLD EQUITY GROUP, INC. (Boulder CO)
PA
07/02/2012 - 04/02/2015
ANTHEM SECURITIES, INC. (PITTSBURGH PA)
CT
07/11/2011 - 05/10/2012
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
TN
05/09/2005 - 07/08/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 08/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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