Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Grinsteinner is a financial advisor based in Scottsdale, Arizona, with over 17 years of experience in the financial industry. Paul works at Osaic Wealth, Inc., a firm that provides financial planning and investment management services. Paul is also registered with Osaic Services, Inc. which is a separate firm that provides financial services to individuals. Prior to these positions, Paul worked at various firms including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION and NYLIFE SECURITIES LLC. Paul has a strong background in securities, having passed numerous exams including the Series 6, 7, 24, and 63.
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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AZ
12/22/2020 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/22/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
08/03/2010 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
MN
12/22/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/22/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
NE
11/28/2006 - 08/17/2010
NYLIFE SECURITIES LLC (OMAHA NE)
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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