Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dennis Crezee is an investment advisor representative with Fidelity Personal AND Workplace Advisors. Paul has been in the securities industry since August 1995 and currently holds registrations in Texas and Utah. Paul has passed a number of industry exams including the Series 6, 7, 9, 10, 63, and 66. Paul currently works at Fidelity Personal AND Workplace Advisors' office located in Park City, Utah. Paul has worked at Fidelity Personal AND Workplace Advisors since July 2018.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PARK CITY UT)
BOTH
Issued 05/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Paul Crezee is the right advisor for you? Invested Better is here to help.
