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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Richard Green is a financial advisor in INDIANAPOLIS, IN. Paul is registered with Schwab Wealth Advisory, Inc. and has been in the industry since September 15, 1984. Paul has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Representative Examination, the General Securities Sales Supervisor - Options Module Examination, the General Securities Sales Supervisor - General Module Examination, the General Securities Sales Supervisor Examination (Options Module & General Module), the Registered Options Principal Examination, and the Securities Industry Essentials Examination. Paul's specializations are in retirement planning, college savings plans, and estate planning.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/03/2012 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
TX
04/24/1991 - 12/04/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
09/09/1988 - 03/18/1991
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
10/27/1987 - 09/20/1988
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
10/24/1986 - 10/27/1987
MARION BASS SECURITIES CORPORATION
NA
10/01/1985 - 09/29/1986
INDEPENDENCE SECURITIES, INC.
NA
05/11/1984 - 09/17/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 4/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/24/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 4/10/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 5/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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