Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Zavodnyik is a financial professional with over 12 years of experience in the industry. Paul is currently registered with Charles Schwab & CO., Inc. Paul is also licensed in Illinois. Paul has been active in the financial industry since 2011. In the past, Paul has also been associated with TD AMERITRADE, INC. and TD AMERITRADE CLEARING, INC. Paul has earned several licenses and certifications in the financial industry, including Series 3, Series 4, Series 7, Series 24, Series 34, Series 55, Series 57TO and Series 66. Paul has specialized in providing investment advisory services and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/04/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
02/17/2011 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
NE
08/23/2016 - 12/31/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BOTH
Issued 03/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2011
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2012
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 04/20/2012
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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