Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Laurell is a financial advisor with Stifel, Nicolaus & Company, Inc. Paul has been in the industry since January 3, 2012 and is registered with the state of Texas as a Registered Investment Advisor. Paul has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Paul is committed to providing personalized service and developing long-term relationships with clients. Paul holds a variety of licenses and designations, including Series 7, Series 10, Series 9, and Series 66.
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.
1
2
MA
01/13/2021 - Present
Stifel, Nicolaus & Company, Inc. (EAST HARWICH MA)
MA
03/14/2013 - 01/14/2014
SANTANDER SECURITIES LLC (CHATHAM MA)
MA
06/23/2011 - 08/31/2012
HORNOR, TOWNSEND & KENT, INC. (BOSTON MA)
BOTH
Issued 08/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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