Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Staadeker is a financial advisor with Steward Partners Investment Advisory, LLC. Paul Staadeker has been a financial advisor since 1986. Paul Staadeker is a Certified Financial Planner. The advisor provides financial planning and investment advice to high net worth individuals and families. Paul Staadeker is registered to provide investment advice in several states and jurisdictions. Paul Staadeker has a history of working with Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC.
Cincinnati, OH
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
OH
07/11/2020 - Present
Steward Partners Investment Advisory, LLC (Cincinnati OH)
VA
06/15/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (McLean VA)
VA
12/08/2005 - 06/16/2017
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
MD
05/25/1999 - 01/03/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/31/1993 - 05/20/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/29/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 7/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/7/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1986
Series 3 - National Commodity Futures Examination
BC
Issued 9/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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