Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lexner is a financial advisor registered with Equitable Advisors, LLC, based in Wellesley, MA. Paul has been in the financial services industry since March 24, 2015. Paul is licensed in Connecticut, Florida, Massachusetts, Minnesota and Rhode Island. Paul specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Paul is registered with the state of Connecticut, Florida, Massachusetts, Minnesota and Rhode Island as both a broker-dealer and an investment advisor.
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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MA
09/07/2023 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
03/25/2015 - 09/15/2023
PRUCO SECURITIES, LLC. (WAKEFIELD MA)
IA
Issued 11/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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