Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Andrew Bardenheier is a registered representative with Charles Schwab & CO., Inc. Paul has been in the industry since February 10, 1991. Paul has worked with a number of financial institutions throughout his career, including Consolidated Financial Investments, Inc., Saxony Securities, Inc., TD Ameritrade, Inc., and Scottrade, Inc.. Paul has a broad range of licenses, including Series 63, 65, 66, 7, 24 and 53. Paul is currently registered in 53 states as a broker-dealer.
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
MO
09/26/2023 - Present
Charles Schwab & CO., Inc. (St. Louis MO)
MO
08/12/2020 - 02/22/2023
CONSOLIDATED FINANCIAL INVESTMENTS, INC. (CLAYTON MO)
MO
09/26/2022 - 12/21/2022
SAXONY SECURITIES, INC. (ST. LOUIS MO)
NE
02/26/2018 - 06/01/2018
TD AMERITRADE, INC. (OMAHA NE)
MO
01/29/2003 - 02/26/2018
SCOTTRADE, INC. (ST. LOUIS MO)
MO
01/08/2002 - 01/28/2003
CONSOLIDATED FINANCIAL INVESTMENTS, INC. (CLAYTON MO)
NY
01/30/2001 - 12/21/2001
QUICK & REILLY, INC. (NEW YORK NY)
MO
07/25/2000 - 01/17/2001
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
MO
02/25/2000 - 03/27/2000
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
MO
07/01/1988 - 02/25/2000
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
BOTH
Issued 09/20/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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