Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Wojdylak is a financial professional with over 28 years of experience in the industry. Paul is currently registered with Concourse Financial Group Securities, Inc. and Raymond James & Associates, Inc. Paul has held various positions throughout his career, including roles at Fifth Third Securities, Inc., UBS PaineWebber Inc., and Prudential Annuities Distributors, Inc. Paul has a broad range of experience, including financial planning, portfolio management, and pension consulting.
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.
1
2
AL
05/06/2024 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
FL
10/24/2023 - 05/22/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CT
07/05/2023 - 10/13/2023
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
CT
02/24/2021 - 07/05/2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NJ
02/23/2016 - 02/04/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MI
10/07/2010 - 02/22/2016
FIFTH THIRD SECURITIES, INC. (SOUTHFIELD MI)
CT
08/03/2009 - 10/06/2010
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
05/13/2008 - 12/22/2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IL
12/16/2002 - 05/05/2008
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OH
07/23/2002 - 11/19/2002
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NJ
02/16/2001 - 07/29/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MI
05/10/1995 - 02/27/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
06/29/1994 - 04/27/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/13/1993 - 03/04/1994
F.N. WOLF & CO., INC.
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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