Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Demke is a financial advisor with over 25 years of experience in the industry. Paul is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Paul has held previous roles with a number of firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU Investments, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., American Enterprise Investment Services Inc., and Pruco Securities Corporation. Paul's expertise includes financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients.
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.
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2
CA
03/03/2014 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
10/01/2012 - 03/03/2014
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
02/17/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN DIEGO CA)
CA
04/02/2007 - 02/12/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
11/19/1999 - 04/02/2007
MORGAN STANLEY DW INC. (SAN DIEGO CA)
MN
12/04/1997 - 11/03/1999
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
NJ
07/21/1997 - 10/14/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/1999
Series 4 - Registered Options Principal Examination
BC
Issued 09/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1997
Series 7 - General Securities 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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