Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Alusick is a financial advisor with Charles Schwab & CO., Inc. in Westlake, Texas. Paul has been in the financial services industry since 2008. Paul holds Series 4, 7, 24, and 66 licenses. Paul has experience with financial planning and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
10/04/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
10/29/2009 - 01/09/2024
TD AMERITRADE, INC. (Westlake TX)
TX
12/19/2008 - 10/28/2009
WELLS FARGO INVESTMENTS, LLC (DENTON TX)
BOTH
Issued 01/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2022
Series 4 - Registered Options Principal Examination
BC
Issued 03/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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