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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 Wedge is an Investment Advisor Representative associated with 49 Financial. Paul has been in the industry since June 2023 and is registered with the state of Georgia. Paul's firm specializes in providing financial planning, portfolio management services for businesses and individuals and the selection of other advisors. Paul has been registered with the state of Georgia since August 2024 and is registered to provide investment advisory services. Paul holds the Series 65 license and is currently employed with 49 Financial. Paul has a background in business development and client relationship management.
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.
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.
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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TX
08/08/2024 - Present
49 Financial (AUSTIN TX)
IA
Issued 07/09/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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