Paul K. Broomell


    Focus: Insurance Strategies, Investment Strategies, Financial Education, Retirement Strategies, Risk Management Strategies

    Languages: English

     

    PROFESSIONAL SPECIALTIES

    •  Comprehensive Financial Planning
    • Retirement Planning
    • Investment Management
    • Life Insurance Portfolio Analysis
    • Disability Insurance Portfolio Analysis
    • Long Term Care Insurance Portfolio Analysis
    • Estate Preservation Planning & Analysis

     QUALIFICATIONS

    •  Bachelor of Science / Business Administration Messiah College
    • FINRA Series 7
    • FINRA Series 66, Registration, Uniform Combined State Law
    • Registered Representative – MMLIS, LLC
    • Investment Advisor Representative – MMLIS, LLC

    PERSONAL

    • Lives in East Petersburg, PA
    • Attends Threshold Church in Lancaster, PA
    • Hobbies include: mission trips, travel, golf, working out, and motorcycle riding

    Education

    Messiah College, Bachelor of Science in Business Administration

    Hobbies

    Golf

    Affiliations & Memberships

    Messiah College Alumni Council

    See Paul’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Paul

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    uFinancial Group

    Main Office

    5001 Louise Drive Suite 300
    Mechanicsburg, PA 17055

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    CRN202203-260956