Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Stephen Fedorko is a financial advisor with LPL Financial LLC. Paul has over 30 years of experience in the financial services industry. Paul Stephen Fedorko is registered with FINRA and the SEC and holds a Series 6, 7, 63, and 65 license. Paul specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Paul Stephen Fedorko has previously worked with CUNA BROKERAGE SERVICES, INC., LIBERTY SECURITIES CORPORATION, INDEPENDENT FINANCIAL SECURITIES, INC., PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Paul Stephen Fedorko provides financial services in California, New Mexico, and Texas.
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
CA
05/26/2022 - Present
LPL Financial LLC (LIVERMORE CA)
NM
06/08/2000 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (ALBUQUERQUE NM)
NY
08/03/1998 - 05/17/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
06/22/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
07/17/1996 - 05/12/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/25/1996 - 07/01/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
NJ
09/24/1990 - 12/04/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/24/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Fedorko is the right advisor for you? Invested Better is here to help.
