Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Matthew Schwerdt is a registered representative with Stifel, Nicolaus & Company, Inc.. Paul Schwerdt is also a registered investment advisor representative. Paul Schwerdt has been in the securities industry since September 21, 2001. Prior to joining Stifel, Nicolaus & Company, Inc., Paul Schwerdt was employed by Fidelity Brokerage Services LLC and Wachovia Securities, LLC.
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.
1
2
CA
05/18/2020 - Present
Stifel, Nicolaus & Company, Inc. (REDDING CA)
CO
02/02/2016 - 06/09/2016
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CA
01/08/2009 - 12/22/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (REDDING CA)
CA
01/01/2008 - 01/26/2009
WACHOVIA SECURITIES, LLC (REDDING CA)
CA
03/15/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (REDDING CA)
OR
10/30/2000 - 01/25/2001
BIDWELL & COMPANY (PORTLAND OR)
WA
04/19/2000 - 10/31/2000
FREEMAN WELWOOD & CO., INC. (SEATTLE WA)
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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