Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Alan Podrid is a financial advisor with over 39 years of experience in the industry. Paul is a Certified Financial Planner® professional and currently works at Osaic Wealth, Inc. Paul is registered with the state of California as a Registered Investment Advisor and a Broker-Dealer. Paul also has a Series 65, Series 63, Series 51, Series 24, Series 7, and Series 22. Paul has been in the financial services industry since 1984.
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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SAN JOSE CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
05/30/2000 - 12/08/2016
FOOTHILL SECURITIES, INC. (SAN JOSE CA)
CA
01/01/1999 - 04/28/2000
RWB SECURITIES INC. (SAN JOSE CA)
CA
10/06/1993 - 01/01/1999
REINHARDT WERBA BOWEN SECURITIES, INC. (SAN JOSE CA)
AZ
11/12/1991 - 10/01/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
07/18/1988 - 11/20/1991
CORPORATE BENEFIT SECURITIES, INC. (MISSION VIEJO CA)
NA
08/21/1985 - 07/09/1988
GETTINS FINANCIAL GROUP, INC.
NA
11/05/1984 - 08/22/1985
TECHNICAL EQUITIES FINANCIAL SERVICES, INC.
IA
Issued 02/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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