Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul D. Clodfelter is an investment advisor representative at Osaic Wealth, Inc. Paul has been in the financial services industry since 2001, and has experience working for both small and large firms. Paul has a strong track record of providing financial advice to a variety of clients, including individuals, families, and businesses. He is committed to providing his clients with personalized financial planning and investment management services. Paul is a Series 6, Series 63, and Series 65 licensed advisor. Paul is also a licensed insurance agent. In addition to his financial services experience, Paul has a background in education and has worked as a teacher in Indiana. This experience has given Paul a unique perspective on the importance of financial literacy and planning for the future.
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.
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2
IN
09/01/2023 - Present
Osaic Wealth, Inc. (GREENWOOD IN)
IN
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GREENWOOD IN)
IN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (GREENWOOD IN)
TX
07/24/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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