Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Shay is a financial advisor currently registered with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Paul Shay is also a registered representative for Osaic Wealth, Inc. in Connecticut. Paul Shay has been active in the financial services industry since 1979. Paul Shay's specialties include providing financial planning and investment management services for individuals and businesses. Paul Shay is a Chartered Financial Consultant and holds a number of industry licenses including the Series 7, 24, 26, 63, and SIE exams.
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.
1
2
CT
01/24/2025 - Present
Osaic Wealth, Inc. (CHESHIRE CT)
NA
01/21/1981 - 07/24/1985
CHUBB SECURITIES CORPORATION
NA
05/23/1972 - 08/16/1973
HARTFORD VARIABLE ANNUITY LIFE LIFE INSURANCE COMPANY
NA
05/23/1972 - 04/22/1973
ITT FAMILY SECURITY SALES CORPORATION
BC
Issued 05/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/27/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/14/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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