Unclaimed
Paul Antonenko is a financial advisor with over 25 years of experience in the industry. Paul is currently registered with Stifel, Nicolaus & Company, Inc. and previously worked with UBS Financial Services Inc., Piper Jaffray & Co., U.S. BANCORP INVESTMENTS, INC., INVEST FINANCIAL CORPORATION, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul offers financial planning, portfolio management for individuals and businesses, and educational seminars.
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
MN
07/19/2021 - Present
Stifel, Nicolaus & Company, Inc. (WAYZATA MN)
MN
04/05/2005 - 08/12/2021
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
MN
06/01/1999 - 04/13/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
06/16/1999 - 12/15/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
WI
09/18/1996 - 06/04/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
09/08/1995 - 08/02/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1995
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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