Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gwidt is a financial advisor registered with Raymond James & Associates, Inc. Paul has over 10 years of experience in the financial services industry and is a Certified Financial Planner. Paul specializes in providing a wide range of financial services to individuals and families, corporations and other businesses, and pension and profit-sharing plans. Prior to joining Raymond James, Paul was a financial advisor at Wells Fargo Clearing Services, LLC. Paul also has experience in banking and education. Paul is dedicated to providing clients with personalized advice and guidance to help them reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
WI
02/03/2023 - Present
Raymond James & Associates, Inc. (Racine WI)
WI
02/21/2020 - 02/09/2023
WELLS FARGO CLEARING SERVICES, LLC (RACINE WI)
BOTH
Issued 05/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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