Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dunbar is a financial advisor with over 18 years of experience in the financial services industry. Paul is currently registered with American Enterprise Investment Services Inc. in Minnesota. Paul holds the Series 7, Series 63, Series 99TO and SIE securities licenses. Paul has previous experience with Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
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.
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2
MN
10/30/2009 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
MN
09/29/2004 - 10/30/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/29/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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