linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Roldan

Allgen Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Roldan

Paul Roldan is an investment advisor representative with Allgen Financial Advisors, Inc. based in Orlando, Florida. Paul has been in the financial services industry since 1996. Paul holds Series 7, 24, 63 and 65 licenses. Prior to joining Allgen Financial Advisors, Inc., Paul worked at QA3 FINANCIAL CORP., RAYMOND JAMES FINANCIAL SERVICES, INC., EQUITY SERVICES, INC., AXA ADVISORS, LLC, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES and CHARLES SCHWAB & CO., INC. Paul specializes in providing financial planning, portfolio management for individuals and educational seminars.

Firm Information

Paul Roldan is currently registered with Allgen Financial Advisors, Inc.. Allgen Financial Advisors, Inc. is a financial advisory firm headquartered in Orlando, FL. They provide financial planning and portfolio management services for individuals, corporations, and charitable organizations. The firm manages over $352 million in assets for over 2,300 clients. They also offer educational seminars to help clients understand their financial options. Allgen Financial Advisors is registered with the SEC and has a team of 11 investment advisor representatives.
Allgen Financial Advisors, Inc.

100 W. LUCERNE CIRCLE

ORLANDO, FL 32801

$352.36M

Assets Under Management

73

Total Clients

11

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Roldan’s Registration & Firm History

FL

03/30/2011 - Present

Allgen Financial Advisors, Inc. (ORLANDO FL)

FL

05/21/2009 - 12/16/2009

QA3 FINANCIAL CORP. (ORLANDO FL)

FL

05/16/2003 - 05/03/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (ORLANDO FL)

VT

12/21/1999 - 05/16/2003

EQUITY SERVICES, INC. (MONTPELIER VT)

NY

08/28/1996 - 12/20/1999

AXA ADVISORS, LLC (NEW YORK NY)

NY

08/28/1996 - 12/20/1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

TX

02/21/1996 - 08/26/1996

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

Not sure if Paul Roldan is right for you?

Licenses & Designations

IA

Issued 06/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/1999

Series 24 - General Securities Principal Examination

BC

Issued 02/08/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Roldan.
Not sure if Paul Roldan is right for you?