Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Wagner is a financial advisor with Fidelity Brokerage Services LLC, a firm with a focus on providing brokerage services. Paul has been in the financial services industry since 2022 and has a solid foundation in securities knowledge, holding the Series 7TO, Series 63, and SIE licenses. Prior to joining Fidelity Brokerage Services LLC, Paul worked at CHARLES SCHWAB & CO., INC. and is licensed in multiple states, including Rhode Island.
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.
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.
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RI
11/03/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
AZ
09/30/2022 - 07/08/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 10/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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