Paul Andrew Wieda

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1977 → 11/2018
  Signator Investors, Inc.
  Andover, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Fresno, CA
• 01/1999 → 11/2018
  Signator Investors, Inc.
  Andover, MA

Previous Registrations

• 1999-01-25 → 2018-11-02
  Signator Investors, Inc.
  Fresno, CA
  Fresno, CA

Other Businesses

1) PAUL A WIEDA FIXED INS. POSITION: Agent/Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2018 ADDRESS: 6873 N. West Ave, #101, Fresno CA 93711, United States DESCRIPTION: Agent/Broker 2) DIBUDUO & DEFENDIS POSITION: Broker NATURE: Property and Casualty Brokers LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2003 ADDRESS: DiBuduo & DeFendis Bldg., 6873 N. West Ave. #101, Fresno CA 93711, United States DESCRIPTION: I get a referral from another Broker and I write either DI or Traditionally Life Ins. Generally Term. No equities products. I split the commission with the Firm (D&D). 3) PILLAR FINANCIAL GROUP POSITION: Financial Advisor NATURE: S. Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2024 ADDRESS: DiBuduo & DeFendios Bldg, 6873 N. West Ave. Ste 101, Fresno CA 93711, United States DESCRIPTION: Sales/Marketing of Securities, Investment Advisory and Insurance Products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-19
• S63 Uniform Securities Agent State Law Examination
  1981-09-18

Designations

• Chartered Financial Consultant

Other Names

• Paul A Wieda