Unclaimed
Paul Bradley Church is a financial advisor with over 35 years of experience in the industry. Paul is currently registered with Stifel, Nicolaus & Company, Inc. in Indiana and Texas and has a Series 6, 7, 9, 10, 63 and SIE licenses. Paul has previously held positions at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.. Paul is a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IN
06/22/2020 - Present
Stifel, Nicolaus & Company, Inc. (ANDERSON IN)
IN
01/01/2008 - 06/23/2020
WELLS FARGO CLEARING SERVICES, LLC (ANDERSON IN)
IN
06/07/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ANDERSON IN)
NY
06/05/1991 - 06/14/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/05/1985 - 07/12/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1991
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX 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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