Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gottshall is a financial advisor with Raymond James Financial Services Advisors, Inc. Paul has been in the financial services industry since 1987. Paul has a wide range of experience, including working with individuals, businesses, and institutions. Paul is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
11/24/2009 - Present
Raymond James Financial Services Advisors, Inc. (Manitowoc WI)
WI
07/23/1990 - 11/02/2009
EDWARD JONES (MANITOWOC WI)
NA
06/01/1988 - 06/26/1989
LEGG MASON WOOD WALKER, INCORPORATED
NA
10/01/1987 - 06/10/1988
DEAN WITTER REYNOLDS INC.
NA
12/17/1985 - 10/12/1987
E. F. HUTTON & COMPANY INC
IA
Issued 01/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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