Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Schur is a financial advisor with over 20 years of experience. Paul Schur is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Paul Schur was a financial advisor at Ameriprise Financial Services, LLC, Ameriprise Advisor Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul Schur holds a Series 66 license, a SIE license, and a Series 7 license. Paul Schur offers financial planning, pension consulting, educational seminars, and selection of other advisors. Paul Schur also provides portfolio management for businesses and individuals. Paul Schur works with a variety of client types, including high-net-worth individuals, corporations, and pension plans.
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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2
FL
02/02/2023 - Present
LPL Financial LLC (BONITA SPRINGS FL)
FL
10/05/2009 - 01/30/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Sarasota FL)
FL
01/16/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SARASOTA FL)
FL
08/18/2003 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
BOTH
Issued 09/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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