Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bithell is a financial advisor with over eight years of experience in the financial services industry. Paul has worked with several leading financial institutions including Morgan Stanley and JPMorgan Securities. Paul's expertise lies in providing investment consulting services, financial planning and portfolio management services to individuals and businesses. Paul currently works for Wells Fargo Clearing Services, LLC.
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
UT
06/30/2022 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
04/27/2021 - 05/07/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
11/09/2020 - 12/03/2020
SECURITIES MANAGEMENT & RESEARCH, INC. (SALT LAKE CITY UT)
UT
07/16/2015 - 11/19/2018
MORGAN STANLEY (SOUTH JORDAN UT)
UT
02/04/2014 - 05/19/2015
J.P. MORGAN SECURITIES LLC (SALT LAKE CITY UT)
BOTH
Issued 09/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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