Unclaimed
Paul Klauder is a financial professional with over 30 years of experience in the industry. Paul is currently registered with SEI Investments Distribution Co. Paul is licensed to provide securities and investment advice in 53 states and the District of Columbia. Paul holds the Series 7, Series 24, Series 63 and Series 65 licenses, as well as the SIE exam.
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.
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.
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2
PA
06/20/1994 - Present
SEI Investments Distribution Co. (OAKS PA)
IA
Issued 05/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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