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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 Scot Wedeen is a financial advisor with Cambridge Investment Research Advisors, Inc. Paul has been in the financial services industry since 1980. Paul is registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Paul has been with Cambridge Investment Research Advisors, Inc. since 2008. Paul's specializations include financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Paul is a highly experienced financial advisor with a strong track record of success in providing personalized financial planning and investment management services to individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
03/06/2008 - Present
Cambridge Investment Research Advisors, Inc. (BIG ROCK IL)
PA
12/15/2003 - 12/11/2007
PERSHING LLC (MALVERN PA)
PA
09/02/1997 - 12/15/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
IL
08/28/1986 - 08/26/1997
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IL
08/06/1992 - 08/31/1995
LASALLE ST. FINANCIAL, INC. (CHICAGO IL)
IL
03/06/1991 - 06/13/1994
HISTORIC SQUARE EQUITIES, INCORPORATED (CHICAGO IL)
NA
01/08/1986 - 08/04/1986
SHEARSON LEHMAN BROTHERS INC.
NA
12/17/1984 - 12/17/1985
MESIROW & COMPANY, INCORPORATED
NA
07/01/1980 - 12/27/1984
OBERWEIS SECURITIES, INC.
IA
Issued 05/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/12/1984
Series 24 - General Securities Principal Examination
BC
Issued 08/10/1983
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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