Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Stanton Viren is a financial advisor with over 30 years of experience in the industry. Paul is registered with Merit Financial Advisors and is based in ALPHARETTA, GA. Paul has a broad range of experience in the financial services industry, including working with both individuals and businesses. Paul is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
03/08/2024 - Present
Merit Financial Advisors (ALPHARETTA GA)
WA
09/08/2009 - 08/16/2024
LPL FINANCIAL LLC (SPOKANE WA)
WA
12/01/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SPOKANE WA)
WA
01/09/2003 - 12/31/2008
FSC SECURITIES CORPORATION (SPOKANE WA)
IA
08/25/1994 - 01/07/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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