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 Wick is a financial advisor currently registered with Intellicents Investment Solutions Inc. Paul is a registered investment advisor in Minnesota and has been in the financial industry since 1993. Paul has been a registered representative of Dougherty Summit Securities LLC, Dougherty Dawkins LLC, Voyageur Investments, Inc., Prudential Securities Incorporated, John G. Kinnard And Company, Incorporated, and Moore, Juran And Company, Inc. Paul holds the Series 7 and Series 65 licenses. Paul is also a Chartered Financial Analyst.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
MN
12/12/2014 - Present
Intellicents Investment Solutions Inc. (EDEN PAIRIE MN)
MN
09/30/1997 - 06/02/1998
DOUGHERTY SUMMIT SECURITIES LLC (MINNEAPOLIS MN)
MN
05/13/1997 - 09/30/1997
DOUGHERTY DAWKINS LLC (MINNEAPOLIS MN)
NA
09/13/1995 - 05/13/1997
VOYAGEUR INVESTMENTS, INC.
NY
06/02/1994 - 05/05/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
01/10/1994 - 06/03/1994
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
02/08/1993 - 01/10/1994
MOORE, JURAN AND COMPANY, INC. (MINNEAPOLIS MN)
IA
Issued 09/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Paul Wick is the right advisor for you? Invested Better is here to help.
