Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Drees Haag is a financial advisor with over 30 years of experience in the industry. Paul has a strong background in securities and investment advising and is currently registered with Wells Fargo Clearing Services, LLC in Winston Salem, NC. Paul is licensed to provide investment advice and services in a number of states, including North Carolina, California, Florida, and more. Paul has previously worked with Wachovia Securities, Inc., Wachovia Brokerage Service, American Enterprise Investment Services Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Charles Schwab & Co., Inc. Paul specializes in providing investment advice and services to individuals, corporations, and other businesses. Paul is also able to provide financial planning and portfolio management 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.
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.
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2
NC
06/27/2002 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
07/08/1996 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
MN
07/26/1995 - 07/05/1996
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
06/12/1989 - 07/05/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/1989 - 07/05/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/09/1987 - 01/09/1989
CHARLES SCHWAB & CO., INC.
IA
Issued 07/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/26/1990
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
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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