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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 Bertsch is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Paul Bertsch has been working in the financial services industry since 1971 and is registered with both FINRA and the Securities and Exchange Commission. Paul Bertsch has experience working with individuals, businesses, corporations, high-net-worth individuals, and charitable organizations. Paul Bertsch is also registered as an investment advisor in the state of Ohio. Paul Bertsch’s firm is a large financial services firm with over 2,000 employees and offices across the United States.
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
OH
09/04/2020 - Present
Wells Fargo Advisors Financial Network, LLC (AKRON OH)
OH
01/01/2008 - 09/04/2020
WELLS FARGO CLEARING SERVICES, LLC (AKRON OH)
OH
01/12/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRLAWN OH)
OH
05/18/2001 - 02/02/2007
MCDONALD INVESTMENTS INC. (AKRON OH)
NY
09/16/1977 - 05/03/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
01/14/1971 - 02/27/1976
BACHE & CO., INCORPORATED
NA
12/23/1970 - 03/19/1971
GOODBODY & CO. INCORPORATED
BC
Issued 12/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1977
PC - AMEX Put and Call Exam
BC
Issued 06/25/1963
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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