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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 Staniszewski is a financial advisor with Savant Wealth Management. Paul has been in the financial services industry for over 30 years. He has a Series 6, 7, 63 and 65 licenses and is a Certified Financial Planner. Paul has worked with a number of firms throughout his career, including Waddell & Reed, PFS Investments Inc, PNC Investments, VALIC Financial Advisors, Inc, ProEquities, Inc, DWS Investments Distributors, Inc, Farmers Financial Solutions, LLC, Investors Brokerage Services, Inc, Nationwide Investment Services Corporation, Re-Direct Securities Corp, 1717 Capital Management Company, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Paul specializes in working with individuals, families, and businesses to develop and implement financial plans, including retirement planning, college savings, and estate 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.
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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IL
02/02/2023 - Present
Savant Wealth Management (ROCKFORD IL)
KS
08/09/2016 - 09/18/2018
WADDELL & REED (OVERLAND PARK KS)
IL
07/14/2016 - 07/28/2016
PFS INVESTMENTS INC. (DES PLAINES IL)
IL
11/16/2012 - 06/26/2014
PNC INVESTMENTS (CHICAGO IL)
IL
08/01/2011 - 10/11/2012
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
05/14/2009 - 03/08/2011
PROEQUITIES, INC. (CHICAGO IL)
IL
11/24/2000 - 12/31/2008
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
CA
09/08/2000 - 01/09/2001
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
06/30/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
OH
08/27/1999 - 01/10/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
10/07/1997 - 12/31/1998
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
DE
07/19/1995 - 01/30/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
07/31/1992 - 04/28/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/31/1992 - 04/28/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 04/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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