Paul W Muscat

Current Employers

Employment History

• 07/2016 → 05/2021
  Usaa Financial Planning Services
  Phoenix, AZ
• 07/2016 → 06/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 01/2018 → 05/2021
  Usaa Investment Management Company
  Phoenix, AZ
• 06/2021 → 04/2022
  Morgan Stanley
  Gilbert, AZ
• 05/2022 → 06/2024
  Securities America, Inc.
  La Visa, NE
• 05/2022 → Present
  Everest Financial Group
  Golden Valley, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Previous Registrations

• 2021-07-01 → 2022-04-21
  Morgan Stanley
  Gilbert, AZ
• 2018-01-08 → 2020-06-29
  Usaa Investment Services Company
  San Antonio, TX
  Phoenix, AZ
• 2016-09-14 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

1. EVEREST FINANCIAL GROUP - DBA 2. INSURANCE SALES POSITION: Producer NATURE: Selling life insurance products as part of financial plans for clients (where appropriate). INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 05/16/2022 ADDRESS: 701 Xenia Ave S, STE 250, Golden Valley MN 55416, United States DESCRIPTION: As part of my role as a financial planner, I will sell insurance products as part of a holistic financial plan. Where appropriate, I will recommend term life insurance, whole life, and universal life insurance. For certain clients, I may also recommend equity-indexed annuities, fixed annuities, or variable annuities (the latter being investment-related). 3. EVEREST FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: I will work as an employee of Everest Financial Group. My title will be "financial advisor." I will fulfill client service requests, conduct financial reviews, make investment recommendations, and monitor clients' progress towards goals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/20/2022 ADDRESS: 701 Xenia Ave. S, STE 250, Golden Valley MN 55416, United States DESCRIPTION: Fulfilling client service requests, meeting clients face-to-face, over the phone, and via web meetings. I will conduct financial reviews with clients so that I can learn about their investment goals, concerns, and problems. Based off of this information, I will provide recommendations on how to invest to reach their financial goals. My recommendations will primarily be securities-based. However, I may also recommend insurance products where appropriate. See Insurance OBA. Please not that as of right now I do not have my own clients. I am being paid a salary by Tiow Dennis Chan (Rep Code UXW) to service and advise his clients.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-25
• S63 Uniform Securities Agent State Law Examination
  2015-07-17

Designations

Other Names

• Paul William Muscat