Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Weisbrich is a financial advisor who has been in the industry since 1995. Paul currently works at D.a. Davidson & Co. located in Irvine, CA. Previously Paul worked at McGladrey Capital Markets, LLC, Banc of America Securities LLC and BancAmerica Securities, Inc. Paul holds Series 7, 24, 63, 79TO and SIE licenses and is registered to offer securities in California. Paul has specialized in providing financial advice in a variety of areas including: retirement planning, portfolio management, education planning, and estate 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.
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.
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2
CA
02/01/2012 - Present
D.a. Davidson & Co. (IRVINE CA)
CA
02/27/2001 - 03/01/2012
MCGLADREY CAPITAL MARKETS, LLC (COSTA MESA CA)
NY
10/01/1998 - 09/23/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
10/01/1993 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
CA
08/23/1993 - 10/01/1993
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BC
Issued 09/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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