Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul A Vidovich is a financial advisor who has been in the industry since May 1983. Paul has a strong track record of success, serving clients in a variety of capacities. Paul is currently registered with Stifel, Nicolaus & Company, Inc. in North Carolina and Texas. Prior to joining Stifel, Nicolaus & Company, Inc. Paul was employed by Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc. Paul is a Certified Financial Planner (CFP®) professional.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (Greensboro NC)
NC
01/01/2008 - 05/09/2014
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
NC
05/26/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HIGH POINT NC)
NA
09/02/1988 - 06/07/1989
ATLANTA SECURITIES & INVESTMENTS, INC.
NA
07/29/1988 - 08/15/1988
SCOTT & STRINGFELLOW, INC.
NA
04/19/1983 - 08/15/1988
INDEPENDENCE SECURITIES, INC.
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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