Paul Felix
Senior Managing Director | Wealth Manager | Corporate Benefits
- Role
- Senior Managing Director at Vista Wealth Solutions
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Paul Felix
Vista Wealth Solutions helps clients achieve financial success. in an independent…
Experience
Senior Managing Director
Feb 2020 — Present · Bala-Cynwyd, PA, US
I am licensed to sell insurance in: AL, CA, CO, CT, DE, IA, FL, GA, MA, MD, MO, NC, NJ, NY, PA, SC, TX, WI and securities in: CA, CT, DE, FL, MD, MO, NJ, NY, PA, and TX. Paul Felix is a registered principal of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: Domiciled in PA. California insurance license #0D73044.
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