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 Stiegelmeier is a financial advisor at Wells Fargo Clearing Services, LLC, with over 30 years of experience in the industry. Paul has been registered with the state of North Dakota since 2008. Paul also holds Series 3, 6, 7, 63 and 65 licenses and is a registered Investment Advisor Representative in North Dakota. Paul has previously worked for A. G. EDWARDS & SONS, INC., NORWEST INVESTMENT SERVICES, INC. and MULTI-FINANCIAL SECURITIES CORPORATION.
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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2
ND
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (BISMARCK ND)
ND
07/03/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BISMARCK ND)
MN
11/06/1995 - 05/31/1997
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
CO
08/29/1991 - 11/10/1995
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
10/13/1995 - 10/13/1995
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1998
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1991
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
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