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 Ramer is a financial advisor registered with Wells Fargo Clearing Services, LLC. Paul has been in the securities industry since 1992. Paul is currently registered in Arizona, California, Colorado, Idaho, Oregon, Tennessee, Texas, and Washington. Paul is also licensed to offer investment advice in California and Texas. Paul holds Series 63, 65, 7, 24, and SIE securities licenses. Paul has experience working for Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Marketing One Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
1
2
CA
11/16/2016 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MODESTO CA)
CA
10/25/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
09/27/1993 - 10/25/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MN
06/24/1992 - 09/30/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/24/1992 - 09/30/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1992
Series 7 - General Securities 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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