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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John paul? Claim Your ProfileJohn Paul Dunnbier is a financial advisor with Western International Securities, Inc. based in Petaluma, CA. John Paul has over 14 years of experience in the financial services industry. John Paul is also a Registered Representative with The Social Equity Group, Inc. located in San Francisco, CA. John Paul holds a Series 6, 7, 63, and 65 license, and has passed the SIE exam. John Paul offers a range of financial services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/21/2019 - Present
Western International Securities, Inc. (Petaluma CA)
CA
07/28/2015 - 08/21/2017
FINANCIAL WEST GROUP (SANTA ROSA CA)
IA
Issued 06/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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