Years of Experience
5-20+ Years
WALNUT CREEK, CA
36 Years Experience
0 Disclosures
ADVISOR BIO
Paul J. Kommer has been in the financial services industry since 1988. Paul is currently a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has also held previous roles at BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY & CO., INCORPORATED, BA INVESTMENT SERVICES, INC., FINANCIAL HORIZONS SECURITIES CORPORATION, CITICORP INVESTMENT SERVICES, FINANCIAL HORIZONS DISCOUNT BROKERAGE, INC., CALVERT SECURITIES CORPORATION, JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Paul is a Certified Financial Planner and has earned Series 6, 7, 63, and 65 licenses.
SPECIALIZATIONS
MONTEREY, CA
38 Years Experience
0 Disclosures
ADVISOR BIO
Paul Rodney Chase has over 30 years of experience in the financial services industry. Paul Chase is currently registered with LPL Financial LLC and is licensed to provide investment advice in several states. Paul Chase has a broad range of experience and expertise. Paul Chase's career has included working for Pruco Securities Corporation, FSC Securities Corporation, and Dean Witter Reynolds Inc.
SPECIALIZATIONS
OAKLAND, CA
37 Years Experience
0 Disclosures
ADVISOR BIO
Paul Low has been in the financial services industry since April 18, 1988. Paul is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Oakland, CA. Paul is also registered with the states of Texas, Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, and Washington. Paul has passed the Series 63, Series 10, Series 9, SIE, and Series 7 exams.
SPECIALIZATIONS
LONG BEACH, CA
31 Years Experience
3 Disclosures
ADVISOR BIO
Paul Huddle is a financial advisor with Independent Financial Group, LLC. Paul is a registered representative in the state of California. Paul has been in the financial industry since 1994. Paul holds a series 7, 6, 24, 26, and 63 securities license.
SPECIALIZATIONS
Laguna Niguel, CA
3 Years Experience
1 Disclosures
ADVISOR BIO
Paul Taeseung Chung is a financial advisor currently working with Morgan Stanley. Paul has been in the industry since 2015, providing financial advice and investment guidance to individuals, families, and businesses. Paul holds both Series 7 and Series 66 licenses and has registered in multiple states. Paul specializes in providing financial planning services, asset allocation advice, portfolio management, and educational seminars.
SPECIALIZATIONS
PALO ALTO, CA
31 Years Experience
2 Disclosures
ADVISOR BIO
Paul Theodore Boscia is a financial advisor who has been in the industry since October 1993. Paul Theodore Boscia is currently registered with Wells Fargo Clearing Services, LLC. Paul Theodore Boscia has been with this firm since January 2011 and is also registered with them as an Investment Advisor Representative. Paul Theodore Boscia has previously been registered with Wells Fargo Investments, LLC, WM Financial Services, Inc., Wells Fargo Securities Inc., John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. Paul Theodore Boscia provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and pension consulting services. Paul Theodore Boscia's areas of specialization include retirement, college savings, income, and estate planning.
SPECIALIZATIONS
CHULA VISTA, CA
23 Years Experience
1 Disclosures
ADVISOR BIO
Paul Gugger is a financial advisor registered with Osaic Advisory Services, LLC. Paul is a veteran of the financial services industry with over 20 years of experience and holds Series 7 and 66 registrations. Paul's areas of specialization include financial planning, portfolio management, and pension consulting. Paul is licensed in multiple states, including California, Florida, New Jersey, New York, Oregon, and Wisconsin. Paul is also registered with the Securities America, Inc., Morgan Stanley, and UBS Financial Services Inc.. Paul has a strong track record of providing comprehensive financial advice to individuals, families, and businesses.
SPECIALIZATIONS
SAN DIEGO, CA
0 Disclosures
ADVISOR BIO
Paul Lipcius is a financial advisor with PracticeCFO Investments, registered with the state of California. Paul holds a Series 65 license and is currently active in the industry. Paul has a background in accounting and financial consulting, having worked at firms such as RSM US LLP and PricewaterhouseCoopers before joining PracticeCFO Investments. Paul's focus at PracticeCFO Investments is on providing investment advisory services, including financial planning and portfolio management for individuals and businesses.
SPECIALIZATIONS
GLENDALE, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Paul Andre De ulloa is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Glendale, CA, and has been in the industry since 2013. Paul De ulloa is also a registered Investment Advisor Representative with the firm, offering investment advisory services in California and Texas. Paul De ulloa's previous experience includes working with Metlife Securities Inc. in San Diego, CA.
SPECIALIZATIONS
CHINO, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Paul Hoang is a financial advisor with J.p. Morgan Securities LLC. Paul has been in the industry since 2004 and has a wide range of experience in financial planning and portfolio management. Paul holds Series 6, 7, 63 and 66 licenses and has been registered with FINRA since 2003. Paul is also registered with the state of Texas. Prior to joining J.p. Morgan Securities, LLC, Paul worked at WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Paul is committed to providing personalized financial advice to help clients achieve their financial goals.
SPECIALIZATIONS