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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Paulsen is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Evan Paulsen has 3 years of experience in the financial services industry. Evan Paulsen has a Series 63, Series 65, Series 7TO, Series 9, Series 10, and SIE license. Evan Paulsen specializes in providing investment advice to individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Evan Paulsen is also registered as an investment advisor representative in Missouri and Texas.
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
MO
03/18/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
04/29/2020 - 03/18/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/07/2020 - 04/21/2020
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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