Unclaimed
Paul Hollins is a financial advisor with over 40 years of experience in the industry. He has a wide range of experience having worked at multiple firms including Prudential Securities Incorporated, Dean Witter Reynolds Inc, A. G. Edwards & Sons, Inc., and Thomson McKinnon Securities Inc. Currently, Paul Hollins is associated with Wells Fargo Clearing Services, LLC and serves clients in both New York and Texas. He is registered with both FINRA and the states of New York and Texas.
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
NY
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (ORCHARD PARK NY)
NY
04/23/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/27/1987 - 04/22/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/02/1986 - 12/10/1987
A. G. EDWARDS & SONS, INC.
NA
10/02/1980 - 06/02/1986
THOMSON MCKINNON SECURITIES INC.
IA
Issued 09/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1980
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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