Paul R. Schnitman
Professional summary
Paul Robert Schnitman is a registered financial advisor currently at PLAN AHEAD FINANCIAL MANAGEMENT, INC. located in Abilene, Texas.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Paul has worked at 3 firms and has passed the Series 63 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Robert Schnitman's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2006 - Present
PLAN AHEAD FINANCIAL MANAGEMENT, INC.
Office #1: 200 Sayles Blvd, Abilene, TX 79605October 20, 1980 - August 30, 1996
EQUITABLE ADVISORS, LLC
January 15, 1980 - August 30, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/23/2006)
Exams
Series 1
Date: 1/15/1980
Registered Representative ExaminationCurrent Firm
PLAN AHEAD FINANCIAL MANAGEMENT, INC.
CRD#: 113492 / SEC#: 801-58254
Contact information
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 66,367,023 |
Red Flags
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