Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Toomey is a financial professional with over 30 years of experience in the industry. Paul is currently registered with Wells Fargo Clearing Services, LLC, where Paul has been employed since November 2016. Paul is also a member of the Boston Latin School Association Investment Committee. Prior to joining Wells Fargo Clearing Services, LLC, Paul worked for A. G. EDWARDS & SONS, INC. and GRUNTAL & CO., L.L.C. Paul has extensive experience in the securities industry and is committed to providing clients with personalized financial guidance.
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
MA
11/14/2016 - Present
Wells Fargo Clearing Services, LLC (BOSTON MA)
MA
11/03/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOSTON MA)
NY
01/13/1997 - 11/09/2000
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
02/27/1991 - 01/16/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 11/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1991
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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