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Paul Francis Klauder

SEI Investments Distribution Co.

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About Paul Francis Klauder

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.

Firm Information

Paul Klauder is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Paul Klauder’s Registration & Firm History

PA

06/20/1994 - Present

SEI Investments Distribution Co. (OAKS PA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Francis Klauder.
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