Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Frodyma is a financial advisor with LPL Financial LLC and has been in the financial industry since January 4, 1993. Paul's current employment began on July 12, 2024. Paul was previously affiliated with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED and FRANKLIN FINANCIAL SERVICES CORPORATION. Paul has a Series 6 license, Series 63 license, and SIE exam. Paul is registered in Colorado, Florida, Illinois, Missouri and Ohio. Paul is a licensed agent in the United States.
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
SC
07/12/2024 - Present
LPL Financial LLC (FORT MILL SC)
MO
09/01/2023 - 07/18/2024
OSAIC WEALTH, INC. (SAINT CHARLES MO)
MO
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAINT CHARLES MO)
MO
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SAINT CHARLES MO)
TX
01/05/1993 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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