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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 Sodko is an investment advisor representative, currently registered with Morgan Stanley in Chesterfield, MO. Paul has been in the industry since May 1990. Paul is registered in 28 states with a total of 25 active registrations in both Broker-Dealer and Investment Advisor categories. Paul holds the Series 7, Series 63, Series 65, and SIE licenses. Previously, Paul was employed by CITIGROUP GLOBAL MARKETS INC. and PAINEWEBBER INCORPORATED. Paul has experience in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
MO
03/03/2020 - Present
Morgan Stanley (Chesterfield MO)
MO
11/15/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ST. LOUIS MO)
NJ
05/22/1990 - 11/23/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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