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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 Douglas Wilson is a financial advisor with over 18 years of experience in the industry. He has been associated with Alliancebernstein LP since March 2005. Paul Douglas Wilson is registered with the Securities and Exchange Commission and holds licenses in multiple states. Paul Douglas Wilson specializes in providing financial advice to individuals, businesses, and institutional clients. Paul Douglas Wilson focuses on asset allocation, portfolio management, and financial planning.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/10/2023 - Present
Alliancebernstein LP (NEW YORK NY)
BOTH
Issued 05/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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