Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Glidewell is a financial advisor at LPL Financial LLC. Paul has been in the financial services industry since 2005. Paul has a Series 6, Series 63, and SIE licenses and is registered to offer financial services in Montana. Prior to joining LPL Financial LLC, Paul was associated with Investment Centers of America, Inc., Signator Financial Services, Inc. and Symetra Investment Services, Inc.
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.
1
2
MT
11/29/2017 - Present
LPL Financial LLC (Missoula MT)
MT
04/30/2015 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (Missoula MT)
MT
12/05/2007 - 04/30/2015
SIGNATOR FINANCIAL SERVICES, INC. (MISSOULA MT)
MA
09/13/2002 - 10/05/2004
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 02/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Glidewell is the right advisor for you? Invested Better is here to help.
