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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 Campbell is a registered representative and investment advisor representative with Morgan Stanley in Denver, CO. Paul has been in the securities industry since 2018 and has experience in law and finance. Paul has passed the Series 7TO, Series 24, and Series 66 exams. Paul also holds a SIE designation. Paul's prior experience includes roles at Baker & Hostetler LLP, Pillsbury Winthrop Shaw Pittman LLP, and Blank Rome LLP. Paul specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CO
11/07/2022 - Present
Morgan Stanley (Denver CO)
BOTH
Issued 11/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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