Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Alan Folkers is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with Cambridge Investment Research Advisors, Inc., a firm with over 3,000 employees and over $87 trillion in assets under management. Paul has a broad range of experience serving clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NE
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (OMAHA NE)
NE
04/19/2000 - 09/18/2014
TECKMEYER FINANCIAL SERVICES, L.L.C. (OMAHA NE)
NE
10/27/1997 - 05/19/2000
GWR INVESTMENTS, INC. (OMAHA NE)
CT
02/16/1996 - 10/27/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
ND
07/25/1989 - 02/21/1996
ARM SECURITIES CORPORATION (MINOT ND)
NA
06/08/1987 - 07/27/1989
NWNL MANAGEMENT CORPORATION
BC
Issued 10/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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