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 Sjogren is an investment advisor representative with Wells Fargo Clearing Services, LLC, with over 20 years of experience in the financial services industry. Paul specializes in providing investment advisory services to individuals, families, and businesses. Paul holds Series 7, 6, 24, 63, and 65 licenses and has a background in financial planning and portfolio management. Previously, Paul held positions at J.P. Morgan Securities LLC, Chase Investment Services Corp, Princor Financial Services Corporation and MetLife Securities Inc. Paul's experience, knowledge and commitment to serving clients make him a valuable asset to his clients and 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.
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.
1
2
FL
06/20/2016 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
NY
10/01/2012 - 06/27/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/09/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
FL
01/02/2004 - 07/10/2009
PRINCOR FINANCIAL SERVICES CORPORATION (MIRAMAR FL)
MA
02/13/2001 - 01/06/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/13/2001 - 01/06/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
11/21/2000 - 12/22/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 02/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paul Sjogren is the right advisor for you? Invested Better is here to help.
