Unclaimed Profile

Paul Joseph Seidman

TFI PORTFOLIOS, LLC·SCOTTSDALE, Arizona

Series 7, Series 66Clean record22 years registeredTFI PORTFOLIOS, LLC

9375 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 4711344Firm CRD# 152203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Joseph Seidman · SCOTTSDALE, AZ

Registration

CRD #4711344 · TFI PORTFOLIOS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Feb 2018 – present

ALPHA CUBED INVESTMENTS, LLC

Mar 2015 – Feb 2018

SCOTTSDALE, AZ

ASCENDANT ADVISORS, LLC

Feb 2012 – Feb 2018

HOUSTON, TX

FIRST ALLIED SECURITIES, INC.

Aug 2010 – Feb 2011

SCOTTSDALE, AZ

EMPOWERMENT FINANCIAL GROUP

Jan 2010 – Feb 2018

SCOTTSDALE, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2007 – Apr 2009

SCOTTSDALE, AZ

WELLS FARGO INVESTMENTS, LLC

Dec 2003 – Jul 2007

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 12, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TFI PORTFOLIOS, LLC

CRD 152203 · SEC 801-111676

AUM

$158M

Regulatory assets under management

Employees

313 client accounts

Services offered by TFI PORTFOLIOS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TFI PORTFOLIOS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Joseph Seidman offer?

Paul Joseph Seidman specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Paul Joseph Seidman's credentials?

Paul Joseph Seidman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Joseph Seidman located?

Paul Joseph Seidman is based in SCOTTSDALE, Arizona, working with TFI PORTFOLIOS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Paul Joseph Seidman charge for services?

Paul Joseph Seidman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TFI PORTFOLIOS, LLC?

TFI PORTFOLIOS, LLC has approximately 1 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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