Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Green is a financial advisor at Wells Fargo Clearing Services, LLC with more than 40 years of experience in the financial industry. Paul has extensive experience working with various clients including high-net-worth individuals, corporations, and charitable organizations. He has a broad range of knowledge and experience in portfolio management, financial planning, and investment consulting. Paul's primary focus is to help clients achieve their financial goals through personalized investment strategies.
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
IL
06/12/1998 - Present
Wells Fargo Clearing Services, LLC (ROCKFORD IL)
NA
03/08/1988 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
11/24/1982 - 03/22/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/18/1981 - 10/04/1982
IDS MARKETING CORPORATION
IA
Issued 11/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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