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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Clayton Conner is an investment advisor representative at Arete Wealth Advisors, LLC. Paul has been in the financial industry for over 20 years. Paul specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Paul has a wide range of experience in the industry and is dedicated to helping clients achieve their financial goals.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
06/20/2023 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
AL
02/12/2010 - 11/05/2010
WFG INVESTMENTS, INC. (CLANTON AL)
AL
09/30/2008 - 02/18/2010
FIRST LEGACY SECURITIES, LLC (CLANTON AL)
AL
06/11/2004 - 09/26/2008
SUNSET FINANCIAL SERVICES, INC. (CLANTON AL)
NA
04/11/1989 - 12/31/1989
G. R. PHELPS & CO., INC.
NA
02/09/1987 - 05/22/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
10/28/1985 - 12/08/1986
WADDELL & REED, INC.
NA
08/04/1983 - 01/16/1984
SMA EQUITIES, INC.
NA
08/26/1982 - 07/28/1983
IDS MARKETING CORPORATION
IA
Issued 03/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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