Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bonifant is a registered representative with Wells Fargo Clearing Services, LLC, an investment firm with over $10 billion in assets under management. Paul has been in the industry since 2011. Paul is registered with the state of Missouri as both a Broker-Dealer and Investment Advisor. Paul's current firm, Wells Fargo Clearing Services, LLC, offers investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Paul's previous experience includes time at TD Ameritrade, Inc., Scottrade, Inc., and Morgan Stanley. Paul holds FINRA Series 7, 63 and 65 licenses. Paul also holds the Securities Industry Essentials (SIE) license.
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
MO
07/25/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
02/26/2018 - 06/29/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/17/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
11/30/2015 - 08/16/2016
MORGAN STANLEY (CHESTERFIELD MO)
BC
Issued 12/21/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2015
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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