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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Schrette is a financial advisor at Madison Avenue Securities, LLC. Paul has over 25 years of experience in the financial services industry. Paul is licensed to provide investment advice in Idaho, Washington, Oregon, Colorado, Arizona, California, Montana, New Mexico, South Dakota, Utah, and Texas. Paul is also registered as an Investment Advisor Representative (IAR) with the state of Idaho. Paul is a Series 6, Series 26, Series 63, and Series 65 licensed advisor and holds the SIE designation. Paul specializes in providing financial planning, portfolio management, and pension consulting to individuals, families, and businesses.
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.
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.
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2
ID
08/07/2012 - Present
Madison Avenue Securities, LLC (COEUR D'ALENE ID)
ID
12/11/2006 - 08/09/2012
ING FINANCIAL PARTNERS, INC. (LEWISTON ID)
MN
12/09/1999 - 02/24/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
10/17/1996 - 12/23/1997
UBL EQUITIES CORPORATION (SAN DIEGO CA)
WA
07/15/1986 - 07/25/1996
ADMINISTRATIVE SYSTEMS, INC. (SEATTLE WA)
IA
Issued 05/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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