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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Freyer is a financial advisor registered with LPL Financial LLC in California and Connecticut. Paul Freyer has been in the industry since 2001 and has a strong background with firms like Morgan Stanley, Hold Brothers Capital LLC, and BANC OF AMERICA SPECIALIST, INC. Paul Freyer holds the Series 66, Series 7, Series 31, Series 56, and SIE exams. Paul Freyer also offers financial planning services and specializes in a variety of investment areas.
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
CT
12/03/2024 - Present
LPL Financial LLC (Stamford CT)
NY
05/03/2012 - 09/17/2018
MORGAN STANLEY (NEW YORK NY)
NY
07/07/2011 - 03/08/2012
HOLD BROTHERS CAPITAL LLC (NEW YORK NY)
NY
07/01/2004 - 01/03/2005
BANC OF AMERICA SPECIALIST, INC. (NEW YORK NY)
NY
03/16/2001 - 06/15/2004
LABRANCHE & CO. LLC (NEW YORK NY)
NY
06/15/1990 - 02/15/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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