Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Saxenmeyer is a registered investment advisor with Moloney Securities Asset Management LLC. Paul has been in the industry since 1984 and has experience working with a variety of clients including individuals, corporations, charitable organizations and pension plans. Paul is registered in California, Colorado, Florida, Georgia, and Ohio. Paul also holds Series 3, 7, and 63 securities licenses as well as the SIE exam.
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.
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.
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2
FL
04/07/2016 - Present
Moloney Securities Asset Management LLC (LIGHTHOUSE POINT FL)
FL
08/02/2007 - 03/17/2011
JANNEY MONTGOMERY SCOTT LLC (FT. LAUDERDALE FL)
FL
10/31/1991 - 08/08/2007
CITIGROUP GLOBAL MARKETS INC. (FT. LAUDERDALE FL)
NY
06/20/1984 - 10/30/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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