Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul McWane is an investment professional with over 28 years of experience in the financial services industry. Paul is currently a registered representative with Robert W. Baird & Co. Inc. Paul has been with Robert W. Baird & Co. Inc. since 2010. Paul has held previous roles at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Paul holds the Series 3, 7, 10, 31, 63 and 65 licenses. Paul has a long history of serving individuals and businesses in Lynchburg and the surrounding area.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
VA
01/08/2010 - Present
Robert W. Baird & Co. Inc. (Lynchburg VA)
VA
06/01/2009 - 01/27/2010
MORGAN STANLEY SMITH BARNEY (LYNCHBURG VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LYNCHBURG VA)
MD
08/16/1993 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 09/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paul McWane is the right advisor for you? Invested Better is here to help.
