Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Buehner Merrill is an investment advisor representative with Private Advisor Group, LLC, with over 28 years of experience in the financial services industry. Paul is also registered as an Investment Advisor Representative in Idaho and Texas. Prior to joining Private Advisor Group, Paul worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., UBS Financial Services Inc., Piper Jaffray & Co., U.S. Bancorp Investments, Inc., U.S. Bancorp Securities, Invest Financial Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Paul holds Series 7, 31, 24, 63, and 66 securities licenses. Paul also holds FINRA registrations. Paul is a registered representative and investment advisor representative with LPL Financial. LPL Financial is a registered investment advisor and broker/dealer and offers financial planning, investment management, retirement planning, and insurance services. Paul has experience working with individuals, corporations, charitable organizations, pension and profit sharing plans, state and municipal government entities, insurance companies, and high net worth individuals. Paul is committed to providing his clients with personalized financial advice and solutions.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
10/24/2018 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
ID
06/01/2009 - 04/05/2012
MORGAN STANLEY SMITH BARNEY (IDAHO FALLS ID)
ID
07/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (IDAHO FALLS ID)
ID
08/12/2006 - 07/07/2008
UBS FINANCIAL SERVICES INC. (IDAHO FALLS ID)
ID
11/16/1998 - 08/12/2006
PIPER JAFFRAY & CO. (IDAHO FALLS ID)
MN
09/03/1997 - 11/16/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
05/13/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
WI
07/20/1994 - 05/20/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
07/07/1994 - 08/17/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/07/1994 - 08/17/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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