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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 Robert Krause is a registered investment advisor representative with Osaic Wealth, Inc. Paul has been in the financial services industry since 1988. Paul's experience includes roles at SagePoint Financial, Inc., RBC Capital Markets, LLC, Tucker Anthony Incorporated, and Paine Webber Incorporated. Paul holds Series 7, 31, and 63 licenses as well as the Series 65 license. Paul works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Paul provides financial planning, portfolio management, and educational seminars to clients. Paul also provides services to other advisors. Paul is a specialist in investment advisory services and has a proven track record of success in helping clients 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.
1
2
PA
09/01/2023 - Present
Osaic Wealth, Inc. (ABINGTON PA)
PA
05/31/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ABINGTON PA)
PA
03/09/2002 - 06/17/2013
RBC CAPITAL MARKETS, LLC (PHILADELPHIA PA)
MA
01/05/1989 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
03/02/1988 - 01/26/1989
PAINEWEBBER INCORPORATED
IA
Issued 12/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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