Paul Klimkowski

Current Employers

Employment History

• 03/2017 → 09/2018
  Fsc Securities - James Startzell
  Langhorne, PA
• 02/2013 → 03/2017
  Db Schenker
  Philadelphia, PA
• 09/2018 → 11/2023
  Fsc Securities
  Langhorne, PA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Langhorne, PA

Previous Registrations

• 2019-03-11 → 2023-11-03
  Fsc Securities Corporation
  Langhorne, PA

Other Businesses

1. CASEY STARTZELL - STARTZELL GROUP POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2021 ADDRESS: 800 Township Line Rd, Ste 125, Yardley PA 19067, United States DESCRIPTION: Client services - answering phone calls and tending to needs of Casey Startzell's clients. Trading - rebalancing securities as need to facilitate client requests. Client meetings - participate in virtual and in-person meetings, led by Casey Startzell. 2. PAUL KLIMKOWSKI POSITION: Tax Preparer NATURE: Tax Preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/26/2025 ADDRESS: 13 Twin Circle Ct S, Yardley PA 19067, United States DESCRIPTION: I prepare federal and state tax filing documents and file to the IRS.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-26

Designations