Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudine? Claim Your ProfileClaudine Catherine Paulsen is a financial advisor with over 18 years of experience in the industry. Claudine is currently registered with U.S. Bancorp Investments, Inc. in Colorado. Claudine has previously worked with Vanguard Marketing Corporation and Northwestern Mutual Investment Services, LLC. Claudine holds Series 6, 7 and 63 securities licenses as well as the SIE exam. Claudine is an active participant in the financial services industry and is dedicated to providing her clients with the best possible service. Claudine specializes in a variety of financial services including Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Investment Companies. Claudine has a strong commitment to ethical practices and has a reputation for providing her clients with sound financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
11/07/2023 - Present
U.s. Bancorp Investments, Inc. (Grand Junction CO)
AZ
03/01/2016 - 07/14/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
WI
01/01/2005 - 04/09/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ELM GROVE WI)
BC
Issued 03/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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