Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Schwerer is a financial advisor with over 20 years of experience in the industry. Paul is a Series 7 and Series 63 licensed professional with a focus on providing investment advice to individual and institutional clients. Paul is also a Registered Options Principal, General Securities Principal and Municipal Securities Principal. Paul has held various roles at different firms over the years, including Grant Street Securities, Inc. and Newedge Securities, Inc. Paul is dedicated to helping clients reach 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.
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.
1
2
PA
02/22/2001 - Present
Newedge Securities, Inc. (PITTSBURGH PA)
PA
06/12/2000 - 02/08/2001
GRANT STREET SECURITIES, INC. (PITTSBURGH PA)
BC
Issued 06/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/20/2007
Series 4 - Registered Options Principal Examination
BC
Issued 05/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/08/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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