Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Douglas Klinger is a financial professional with over 20 years of experience in the industry. Paul is currently registered with Stifel, Nicolaus & Company, Inc. and holds Series 7, Series 52 and SIE licenses. Paul has a history of working with clients across a range of needs, including individuals, corporations, and institutions. Paul has a strong track record of providing financial planning, portfolio management, and investment advisory services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
12/22/2011 - 04/22/2022
VINING-SPARKS IBG, LLC (MEMPHIS TN)
NY
02/29/2008 - 12/21/2011
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
11/14/2005 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
TN
12/07/1999 - 12/08/2005
RBC DAIN RAUSCHER INC. (MEMPHIS TN)
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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