Unclaimed
Paula Josephine Schneider is a financial professional with over 30 years of experience in the financial services industry. Paula has a broad range of experience in the financial services industry. She currently works with Aon Securities LLC as a Registered Representative, a position she has held since 2014. Previously, Paula was a registered representative with First Allied Securities, Inc. and Clark Securities, Inc.
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.
Fairness opinions
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.
1
2
MN
04/16/2014 - Present
AON Securities LLC (Bloomington MN)
MN
05/31/2007 - 04/01/2014
FIRST ALLIED SECURITIES, INC. (MINNEAPOLIS MN)
MN
02/12/2004 - 05/31/2007
CLARK SECURITIES, INC. (MINNEAPOLIS MN)
NY
06/04/1998 - 01/26/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
09/13/1988 - 04/27/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 07/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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