Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Schobert is a financial professional with over 20 years of experience in the financial services industry. Paul is currently a registered Investment Advisor Representative with Fisher Investments. Paul is licensed in Florida and Texas. Prior to joining Fisher Investments, Paul has experience with Mutual of America Securities LLC, Mutual of America Life Insurance Company, and UBS Financial Services Inc. Paul holds the Series 63, Series 65, Series 7, and SIE licenses. Paul is a Chartered Financial Consultant.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
11/07/2022 - Present
Fisher Investments (Tampa FL)
FL
04/16/2009 - 10/10/2022
MUTUAL OF AMERICA SECURITIES LLC (TAMPA FL)
FL
04/16/2009 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Tampa FL)
FL
01/06/2006 - 04/15/2009
UBS FINANCIAL SERVICES INC. (TAMPA FL)
NJ
06/11/1998 - 01/17/2006
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 06/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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