Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul David Chavez is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC, with over 18 years of experience in the financial services industry. Paul has a strong background in investment management and is committed to providing personalized financial advice to meet his clients' individual needs. Paul is also licensed to offer securities and investment advisory services in California.
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.
Investment consulting services to institutional clients
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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CA
11/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ROSEVILLE CA)
CA
01/03/2011 - 11/03/2023
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
UT
11/20/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
09/19/2005 - 09/02/2008
E*TRADE SECURITIES LLC (SANDY UT)
IA
Issued 02/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2007
Series 4 - Registered Options Principal Examination
BC
Issued 02/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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