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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 Andrew Wieda is a financial advisor associated with Osaic Wealth, Inc. based in Fresno, CA. Paul has been in the financial services industry since 1977 and has extensive experience in various aspects of the business. Paul holds multiple licenses and certifications, including Series 7, 63, 65, and 24, demonstrating his expertise in providing a wide range of financial advisory services. Paul specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Paul is committed to providing personalized, comprehensive, and client-focused financial advice.
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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2
CA
03/17/2020 - Present
Osaic Wealth, Inc. (FRESNO CA)
CA
03/15/1977 - 11/02/2018
SIGNATOR INVESTORS, INC. (FRESNO CA)
MA
03/15/1977 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative 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 12/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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