Paul Zoch (CRD# 4426797) is an Investment Advisor Representative working at Prosperitus Wealth Advisors in Coral Springs, FL and has over 22 years of experience in the finance industry. Paul Zoch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Prosperitus Wealth Advisors | Coral Springs, FL | Jan 2020 - Current | 4 |
Avenir Private Advisors, LLC | Miami, FL | Oct 2018 - Jan 2020 | 1 |
Capital Guardian Wealth Management | Miami, FL | Nov 2017 - Jan 2020 | 2 |
Wells Fargo Advisors LLC | Fort Lauderdale, FL | Jul 2011 - Sep 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2001 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management52MILLIONS
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Total Number of Accounts344ACCOUNTS
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Average Account Value$152,326
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NY, TX
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