Unclaimed
Paul Gydosh is a financial advisor with over 35 years of experience in the industry. Paul is a Certified Financial Planner™ professional and currently registered with Osaic Wealth, Inc.. Paul works with a wide range of clients, including high-net-worth individuals, businesses, and retirement plans. Paul provides financial planning, portfolio management, and investment advisory services. Paul is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
01/24/2025 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
IN
08/22/1988 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/29/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BOTH
Issued 05/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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