Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Daniel Loner is a financial advisor with Osaic Wealth, Inc. Paul has been in the industry since 2002 and is registered to offer advisory services in 34 states. Paul is a Certified Financial Planner and has a wide range of experience working with individuals, families, and businesses. Paul’s previous experience includes roles at LPL Financial LLC, Waterstone Financial Group, Inc., Raymond James Financial Services, Inc., and Wachovia Securities, LLC. Paul is dedicated to providing personalized financial advice and helping clients achieve 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.
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
IL
01/23/2024 - Present
Osaic Wealth, Inc. (ROCKFORD IL)
IL
09/08/2009 - 01/31/2024
LPL FINANCIAL LLC (ROCKFORD IL)
IL
03/01/2005 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (ROCKFORD IL)
FL
04/05/2004 - 03/02/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
09/24/2002 - 03/15/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 10/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Loner is the right advisor for you? Invested Better is here to help.
