Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dietz is a financial advisor with over 30 years of experience in the financial services industry. Paul has held positions at several firms, including City Securities Corporation and Fifth Third Securities, Inc. Paul is currently registered with Stifel, Nicolaus & Company, Inc. as a Registered Representative and Investment Advisor Representative in the state of Indiana. Paul has a deep understanding of the financial markets and is committed to providing his clients with personalized investment 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
02/28/2017 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
09/19/2007 - 02/28/2017
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
07/08/2003 - 09/14/2007
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
OH
06/01/1996 - 07/17/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/23/1994 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
05/04/1992 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
OH
04/12/1988 - 12/20/1993
MERCHANTS SECURITIES COMPANY (CLEVELAND OH)
NA
05/20/1986 - 06/26/1987
MARK TWAIN BROKERAGE SERVICES, INC.
IA
Issued 07/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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