Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Christian Wagner is a financial professional with over two decades of experience in the industry. Paul has held previous positions at Sunamerica Securities, Inc., FB Equity Sales Corporation of Michigan, and Lutheran Brotherhood Securities Corp. Paul is currently registered with LPL Financial LLC and holds the Series 6, 6TO, and SIE licenses. Paul's specialties include a wide range of investment services, including financial planning, consulting, and portfolio management for individuals and businesses. Paul serves clients in Michigan and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
08/09/2023 - Present
LPL Financial LLC (PORT HURON MI)
AZ
08/23/2001 - 08/29/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MI
10/11/1999 - 03/06/2000
FB EQUITY SALES CORPORATION OF MICHIGAN (LANSING MI)
MN
11/29/1996 - 07/29/1999
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 09/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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