Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Alan Podrid is a financial advisor with over 38 years of experience in the industry. Paul is currently registered with Osaic Wealth, Inc. and is also an Investment Advisor Representative. Paul has previously worked with several other firms, including Securities America, Inc., Foothill Securities, Inc., RWB Securities Inc. and Reinhardt Werba Bowen Securities, Inc.. Paul holds a Series 65 and a Series 63 license, as well as a Series 24 and a Series 51 license. He has also earned the Certified Financial Planner designation. Paul is committed to providing clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SAN JOSE CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
05/30/2000 - 12/08/2016
FOOTHILL SECURITIES, INC. (SAN JOSE CA)
CA
01/01/1999 - 04/28/2000
RWB SECURITIES INC. (SAN JOSE CA)
CA
10/06/1993 - 01/01/1999
REINHARDT WERBA BOWEN SECURITIES, INC. (SAN JOSE CA)
AZ
11/12/1991 - 10/01/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
07/18/1988 - 11/20/1991
CORPORATE BENEFIT SECURITIES, INC. (MISSION VIEJO CA)
NA
08/21/1985 - 07/09/1988
GETTINS FINANCIAL GROUP, INC.
NA
11/05/1984 - 08/22/1985
TECHNICAL EQUITIES FINANCIAL SERVICES, INC.
IA
Issued 2/2/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/1/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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