Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bushell is a financial professional with over 20 years of experience in the industry. Paul is currently registered with Principal Securities, Inc. and holds a Series 6, Series 26, and Series 63 license. Paul also holds the SIE designation. Paul has previously worked at Wells Fargo Clearing Services, LLC and AON BENFIELD SECURITIES, INC. Paul provides financial planning, pension consulting and portfolio management services to individuals and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
GA
09/03/2021 - Present
Principal Securities, Inc. (ATLANTA GA)
MO
04/24/2015 - 02/05/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
GA
03/16/2001 - 01/06/2015
AON BENFIELD SECURITIES, INC. (ATLANTA GA)
NA
03/11/1991 - 06/05/1991
MML INVESTORS SERVICES, INC.
BC
Issued 01/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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