Unclaimed
Paul Clark Sexton is a financial advisor at Edward Jones with over 10 years of experience in the industry. Paul Sexton is registered with the state of Maryland and has Series 66, Series 7, and SIE licenses. Paul Sexton is a specialist in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Paul Sexton's clients primarily include high-net-worth individuals, individuals other than high-net-worth, partnerships, investment clubs and limited liability companies, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Paul Sexton's services include fixed fees, percentage of assets, and other arrangements.
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
MD
12/14/2018 - Present
Edward Jones (KENSINGTON MD)
BOTH
Issued 07/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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