Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Paulson is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Lance has been in the financial industry since January 27, 2004. Lance has held previous positions with Wells Fargo Clearing Services, LLC, Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., and Piper Jaffray & Co. Lance holds Series 7, Series 9, Series 10, and Series 66 licenses. Lance is registered in 46 states and is actively pursuing investment advisory registrations. Lance also owns a 50% interest in Paulson Wealth Management, LLC, an investment-related business.
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
SC
08/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON SC)
CO
06/14/2013 - 08/11/2022
WELLS FARGO CLEARING SERVICES, LLC (LAKEWOOD CO)
WI
09/11/2009 - 06/19/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LACROSSE WI)
WI
08/12/2006 - 09/11/2009
UBS FINANCIAL SERVICES INC. (LACROSSE WI)
WI
01/28/2004 - 08/12/2006
PIPER JAFFRAY & CO. (LACROSSE WI)
BOTH
Issued 02/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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