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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Alfred Schmidt is a financial advisor with over 20 years of experience in the industry. Paul has a strong background in financial planning and investment management, with expertise in a variety of areas including retirement planning, college savings, and estate planning. Paul is a Certified Financial Planner™ and is registered with LPL Financial LLC. Paul has held previous positions with CETERA ADVISOR NETWORKS LLC, FIDELITY BROKERAGE SERVICES LLC and CWM, DBA CARSON PARTNERS. Paul is committed to providing personalized financial advice to help clients reach 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.
Consulting and other non-discretionary advisory services
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.
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MI
10/10/2023 - Present
LPL Financial LLC (LIVONIA MI)
MI
10/04/2021 - 01/25/2022
CETERA ADVISOR NETWORKS LLC (DETROIT MI)
KY
12/10/1997 - 03/30/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 04/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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