Paul Beran has been an investment adviser representative at Arbor Financial Services since July 2013, and is not listed among the firm’s executive officers or direct owners.
Arbor Financial Services, LLC is a Downers Grove, IL firm with $122M under management, 240 clients and 3 advisers in one office, as of its February 2026 filing.
- – present · 13 yearsDowners Grove, IL · Adviser representative · Firm CRD 150713
Investment adviser representative registrations
Paul Beran is registered as an investment adviser representative in Illinois, since July 2013.
- IllinoisSince 23 July 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paul B Beran
- CRD
- 6230066
- Firm
- Arbor Financial Services · CRD 150713
- Office
- 2001 BUTTERFIELD ROAD, SUITE 500, Downers Grove, IL 60515
- Registration
- Investment adviser registration
- In the industry since
- July 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Beran work?
Paul Beran is an investment adviser representative registered through Arbor Financial Services, LLC since July 2013, and is not listed among the firm’s executive officers or direct owners.
Is Paul Beran a financial advisor?
Yes. Paul Beran has a current investment-adviser registration in Illinois, through Arbor Financial Services since July 2013.
How many years of experience does Paul Beran have?
Paul Beran has 13 years in the financial industry, since July 2013, across 1 adviser firm.
What exams has Paul Beran passed?
Paul Beran passed the Series 65 in June 2013.
Where is Paul Beran based?
Paul Beran’s registered office is in Downers Grove, IL.
Is Paul Beran registered with FINRA?
No. Paul Beran has no current broker registration.
How can I verify Paul Beran’s record?
Search CRD 6230066 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Beran’s full registration record.
