Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon Orlando Paulson is a financial advisor registered with Equitable Advisors, LLC since September 1999. Paulson has been in the financial services industry for 50 years and holds Series 1, 63, 65, 7, 24, 26 and SIE licenses. He is licensed in California, Florida, Georgia, New Jersey, New York, Pennsylvania, South Carolina and Texas. Paulson specializes in working with high net worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Paulson also has experience working with insurance companies, investment companies, banking or thrift institutions, business development companies and state or municipal government entities. He offers a variety of services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors.
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.
1
2
NJ
01/03/2023 - Present
Equitable Advisors, LLC (WALL NJ)
NY
09/12/1972 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/22/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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