Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Steven Zodtner is a financial advisor registered with Ritholtz Wealth Management, a firm based in New York City. Paul has been in the industry since 2013, previously working at Ameriprise Financial Services, Inc. in Charlotte, North Carolina. Paul holds a Series 66, Series 7 and SIE license. Paul provides financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Paul has experience working with clients that include high net worth individuals, corporations or other businesses, individuals other than high net worth, and pension and profit-sharing plans. Paul is also involved in real estate ownership and business ownership.
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.
Good advice; liftoff - automated 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.
A percentage of the total value of assets under management is charged.
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2
NY
03/14/2019 - Present
Ritholtz Wealth Management (NEW YORK NY)
NC
11/13/2013 - 03/13/2019
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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