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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Earl? Claim Your ProfileEarl Axelson is a financial advisor with over 35 years of experience in the industry. Earl has been with Wells Fargo Advisors Financial Network, LLC since 2016. Prior to joining Wells Fargo Advisors, Earl worked at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc. and Dean Witter Reynolds Inc. Earl is registered in 12 states and has a Series 7, Series 24, Series 63 and Series 65. Earl provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Earl is a trusted advisor to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/01/2016 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
MA
08/25/2006 - 03/11/2016
UBS FINANCIAL SERVICES INC. (ROCKLAND MA)
MA
09/14/1994 - 08/28/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (QUINCY MA)
NY
09/29/1989 - 09/23/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/25/1988 - 10/03/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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