Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul A Hees is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since April 1989. Paul has extensive experience in the financial services industry, having previously worked with firms such as Stifel, Nicolaus & Company, Incorporated, B. C. Ziegler and Company, LPL Financial LLC, NRP Financial, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Paul is registered in 16 states, including Wisconsin and Texas. Paul specializes in providing financial planning, asset allocation services, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and pension consulting services.
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.
Asset allocation services
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
WI
07/16/2021 - Present
Ameriprise Financial Services, LLC (Madison WI)
WI
03/16/2018 - 07/16/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MADISON WI)
WI
07/18/2011 - 03/16/2018
B. C. ZIEGLER AND COMPANY (MIDDLETON WI)
WI
11/30/2010 - 07/25/2011
LPL FINANCIAL LLC (MADISON WI)
WI
08/01/2008 - 11/30/2010
NRP FINANCIAL, INC. (MADISON WI)
WI
04/02/2007 - 08/06/2008
MORGAN STANLEY & CO. INCORPORATED (MADISON WI)
WI
05/28/2004 - 04/02/2007
MORGAN STANLEY DW INC. (MADISON WI)
NY
10/08/1991 - 07/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
02/13/1989 - 08/20/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/13/1989 - 08/20/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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