Unclaimed
Paula Hocker is an investment advisor representative with Lincoln Investment in Horsham, Pennsylvania. Paula has been in the industry since 1991 and has a wealth of experience providing financial advice to individuals and families. Paula holds the Series 6, 7, 24, 26, 63, and 65 licenses. Paula is also a managing partner and partial owner of N2H Wealth Partners, LLC, a DBA for their Lincoln business. Paula is committed to providing her clients with personalized financial advice and helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/07/2011 - Present
Lincoln Investment (Horsham PA)
SC
07/08/1991 - 03/04/1992
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 06/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/24/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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