Paul Hershiser

from Haven Private
SEC regulated
Regulated Investment Advisor
Paul Hershiser is a financial advisor based in Florida, Orlando, with 32 years of experience. Paul currently works for Haven Private. Paul maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Paul Hershiser works at Haven Private
Haven Private is a financial advisory firm based in Orlando, Florida. It currently has approximately $250,000,000 of assets under management and employs about 7 people. Haven Private uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
12 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
976 Lake Baldwin Lane, Suite 201, Orlando, Florida, 32814

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