Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Robert Schaller is a financial advisor in Greensburg, PA, with over 28 years of experience. Paul has been with Trustmont Advisory Group, Inc. since March 2023. Paul also worked with Coastal Equities, Inc. and Wells Fargo Advisors, LLC. Paul holds licenses in Ohio, Pennsylvania, and holds Series 3, 7, 9, 10, 63, and 65 registrations. Paul's firm is Trustmont Advisory Group, Inc. and specializes in providing financial planning and portfolio management services for individuals and businesses. They also offer selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
03/10/2023 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
OH
08/04/2016 - 01/18/2023
COASTAL EQUITIES, INC. (Columbus OH)
OH
10/02/2009 - 08/26/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEW ALBANY OH)
OH
07/01/2003 - 10/05/2009
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
NY
03/30/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1994
Series 3 - National Commodity Futures Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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