Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Bode is a financial advisor with Savant Wealth Management in St. Charles, Illinois. Paul has been in the financial services industry for over 15 years. Paul has held positions at Raymond James & Associates, Plante Moran Financial Advisors, and Linenger Wealth Management. Paul holds a Series 7, Series 63, and SIE licenses and is a Certified Financial Planner. Paul specializes in working with individuals, families, businesses, and charitable organizations. Paul provides a range of financial services, including financial planning, portfolio management, and pension consulting.
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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IL
04/06/2023 - Present
Savant Wealth Management (St. Charles IL)
IL
01/22/2013 - 09/15/2015
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
09/19/2008 - 01/22/2013
PMA SECURITIES, INC. (NAPERVILLE IL)
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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