Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Andrew Dyson is a financial advisor with over 20 years of experience in the industry. Paul has worked with clients across various financial services firms, including Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc. and most recently at Fisher Retirement Solutions LLC. Paul is a registered investment advisor in Texas. Paul is licensed to provide financial advice in multiple states and has a broad knowledge of financial products and 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
TX
07/05/2024 - Present
Fisher Retirement Solutions LLC (PLANO TX)
TX
07/31/2018 - 12/10/2019
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
01/01/2008 - 07/09/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
UT
08/19/2005 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
05/24/2000 - 08/19/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
04/13/1999 - 04/05/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/13/1999 - 04/05/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Paul Dyson is the right advisor for you? Invested Better is here to help.
