Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kenneth Rudoy is a registered representative with LPL Financial LLC since February 2020. Paul has been in the securities industry since May 1999. Paul is also registered with the state of Pennsylvania as an Investment Advisor Representative. Previously, Paul worked with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. In addition to working with LPL Financial LLC, Paul is a part-owner of H2R CPA, a CPA firm, and is a trustee for his company’s 401(k) plan. Paul also works with FC Financial Services, a DBA for LPL business, and is a trustee for his family trust, Matthew Rudoy Trust. Paul has a Series 63 license, Series 7 license and has passed the Securities Industry Essentials Examination.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
02/03/2020 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
01/02/2000 - 01/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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