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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Diller Johnson is a financial advisor at Fidelity Personal And Workplace Advisors. Paul has been in the financial industry since 2017. Paul has passed the Series 7, Series 63, and Series 66 exams. Paul is a CERTIFIED FINANCIAL PLANNER™ professional. Paul has been registered with the state of Texas since 2020. Paul is also registered in the following states: Arizona, Arkansas, Louisiana, Massachusetts, New Mexico, North Carolina, Oklahoma, and South Carolina. Paul has experience working with high-net-worth individuals, corporations, individuals, and pension plans. Paul is also an active member of the financial industry.
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.
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2
TX
05/15/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
01/01/2017 - 03/31/2020
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 07/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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