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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Poydras is a financial advisor who is licensed to provide advisory services in 53 states. Paul has been in the financial industry since 2015 and is currently registered with Wells Fargo Clearing Services, LLC. Paul provides investment advisory services to individuals, businesses, and institutions. Paul's areas of expertise include financial planning, portfolio management, and investment consulting.
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
FL
10/18/2019 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
MN
02/09/2015 - 12/01/2017
WELLS FARGO CLEARING SERVICES, LLC (APPLE VALLEY MN)
IA
Issued 03/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2015
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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