Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul David Schmidt is an investment advisor representative at Osaic Wealth, Inc. Paul has been in the securities industry since October 1988 and is registered with FINRA and the state of Minnesota. Paul has experience in financial planning, portfolio management, and pension consulting. Paul also has a background in insurance and real estate. Paul has a history of working with clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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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MN
01/19/2024 - Present
Osaic Wealth, Inc. (OAKDALE MN)
MN
12/09/1994 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NJ
10/13/1988 - 12/07/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/13/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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