Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Green is a registered investment advisor representative with Schwab Wealth Advisory, Inc. Paul has been in the industry since 1984. Paul is licensed in 52 states and has been with Schwab Wealth Advisory, Inc. since 2012. Paul previously worked with CHARLES SCHWAB & CO., INC. Paul has the following licenses: Series 6, 7, 9, 10, 63 and 66.
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 04/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/10/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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