Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Conrad Waldeier is a financial advisor with Lincoln Financial Distributors, Inc. Paul has been in the financial services industry since February 16, 2006 and has a Series 6, Series 7, Series 26, and Series 63 license. Paul is registered to provide investment advice in Pennsylvania. Prior to joining Lincoln Financial Distributors, Inc., Paul worked at Transamerica Capital, Inc., and Directed Services LLC.
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.
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.
1
2
PA
11/15/2011 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
CO
04/15/2009 - 11/03/2011
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
01/18/2006 - 03/27/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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