Paul Erenfeld is a registered investment advisor, based in Tigard, OR, with 24 years of industry experience.
Location
8050 SW Pfaffle Street, Ste. 100, Tigard, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul works as a Registered Representative for MSEC, LLC and an Investment Advisor Representative for Mariner Wealth Advisors since December 2021. Both roles are investment-related and take up full-time hours during securities hours.
Employment History
Current Registrations
Msec, LLC
Msec, LLCBroker
Mariner Wealth
Previous Registrations
Cascadia Advisory Services, LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Edward JonesBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.