Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Schieber is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with Wells Fargo Clearing Services, LLC, and has previously been associated with firms such as Principal Funds Distributor, Inc., Princor Financial Services Corporation, Lord Abbett Distributor LLC, ACG Capital Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul has held various designations and passed numerous securities examinations, including Series 63, 65, 66, 7, 24, 51, and SIE. Paul's specializations include portfolio management for individuals, businesses, and institutions, as well as financial planning and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/27/2025 - Present
Wells Fargo Clearing Services, LLC (SANTA ROSA CA)
CA
12/07/2007 - 04/01/2024
PRINCIPAL FUNDS DISTRIBUTOR, INC. (FOLSOM CA)
IA
12/07/2007 - 09/22/2008
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
01/15/1997 - 12/03/2007
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
CA
06/01/1995 - 12/23/1996
ACG CAPITAL CORPORATION (PLEASANT HILL CA)
NY
08/12/1991 - 05/09/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/11/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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