Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Ann Paschal is a financial advisor currently registered with Raymond James & Associates, Inc. in San Antonio, Texas. Ellen has been in the financial services industry since 2005 and has held positions with several firms, including Wells Fargo Clearing Services, LLC and Raymond James Financial Services, Inc. Ellen holds the Series 7 and Series 66 licenses. Ellen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
TX
03/26/2018 - Present
Raymond James & Associates, Inc. (SAN ANTONIO TX)
TX
02/10/2016 - 04/03/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
10/02/2008 - 02/18/2016
RAYMOND JAMES & ASSOCIATES, INC. (BOERNE TX)
TX
12/03/2007 - 07/11/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (DEL RIO TX)
TX
11/24/2004 - 11/30/2007
PRIMEVEST FINANCIAL SERVICES, INC. (DEL RIO TX)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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