Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Raymond Weber is a financial advisor based in San Antonio, TX. Paul has over 10 years of experience in the financial services industry. Paul is currently registered with Osaic Wealth, Inc. and previously worked with Securities America, Inc. and The O.N. Equity Sales Company. Paul holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Paul's specializations include financial planning, pension consulting, and portfolio management for individuals and businesses. Paul Raymond Weber is dedicated to providing comprehensive financial advice to individuals and businesses in order to help them achieve their financial goals.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
03/08/2017 - 06/14/2024
SECURITIES AMERICA, INC. (SAN ANTONIO TX)
FL
08/12/2016 - 03/14/2017
THE O.N. EQUITY SALES COMPANY (ORMOND BEACH FL)
BC
Issued 06/22/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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