Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dries is a financial advisor with Edward Jones, a firm based in St. Louis, MO. Paul has been in the financial services industry since 2013 and has a strong track record of providing comprehensive financial planning services to individuals, families, and businesses. He specializes in retirement planning, college savings, and investment management. Paul is committed to helping his clients achieve their financial goals and believes in building long-term relationships with them.
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.
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.
See schedule d - miscellaneous
1
2
MI
08/16/2024 - Present
Edward Jones (Utica MI)
MI
04/05/2023 - 08/19/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Troy MI)
MI
09/26/2022 - 04/12/2023
PRUCO SECURITIES, LLC. (TROY MI)
MI
08/17/2017 - 12/31/2017
PFS INVESTMENTS INC. (SOUTHFIELD MI)
MI
01/29/2016 - 02/16/2017
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
MI
12/18/2014 - 01/04/2016
CITIZENS SECURITIES, INC. (ROCHESTER HILLS MI)
MI
04/22/2013 - 09/25/2014
J.P. MORGAN SECURITIES LLC (ROCHESTER MI)
BOTH
Issued 10/17/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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