About Us

Paul Rold

Director of Advanced Markets – Rocky Mountain Branch
Phone: (720) 946-4328

Paul Rold, a Colorado native, resides in Arvada, Colorado. Paul has over 30 years of financial services experience. Paul joined AXA in 1994 as an agent after 10 years in the banking industry. While with the  Denver Branch, Paul obtained his CFP® designation as well as his Chartered Financial Consultant and Chartered Life Underwriter designations and has served as Advanced Underwriter and Securities Products Coordinator.

Since joining the Rocky Mountain Branch, Paul has held various positions and responsibilities including Director of Advanced Markets and Training. In this position, he provided training to associates along with case design and technical expertise on financial services to associates and their clients. Paul currently serves as the Assistant Branch Manager, where he continues to support the EVP, Managers, and its associates in many varied areas, including, training, case design, and the transition of Experienced Hires.

Vision:

“Our goal is to provide individuals, business owners and corporations with insurance, investment and asset preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well–conceived plan designed to help you achieve optimum performance and exceptional value.”

Education:

University of Colorado, Boulder, CO – BSBA, Finance Major

University of Colorado, Denver, CO—Master of Business Administration

Accreditations and Professional Designations:

CERTIFIED FINANCIAL PLANNER™ professional

Investment Advisory Representative, FINRA Series 65

Registered Representative, FINRA Series 6, 7, 63

Registered Principal, FINRA Series 24

Financial Consultant of Equitable Advisors, LLC

Equitable Advisors titles of Advance Estate Planner and Executive Benefits Specialist

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

CA Insurance License #0B57288

California Insurance License #: 0B57288

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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