Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Groeber is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with LPL Financial LLC, located in Clearwater, FL. Before that, Paul was registered with Nationwide Securities, LLC, located in Clearwater, FL. Paul has a wide range of experience, having previously worked with BANC ONE SECURITIES CORPORATION and DEAN WITTER REYNOLDS INC. Paul provides financial planning, portfolio management, and other advisory services to individuals, corporations, businesses, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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
FL
08/29/2019 - Present
LPL Financial LLC (CLEARWATER FL)
FL
08/04/2003 - 09/06/2019
NATIONWIDE SECURITIES, LLC (CLEARWATER FL)
IL
11/02/1998 - 10/07/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
10/30/1997 - 10/02/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/20/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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