Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Swenson is a financial advisor at Edward Jones, a firm with over 20,000 employees and over $800 billion in assets under management. Paul has been in the financial industry since 2005. Paul has a wide range of experience, including experience with individuals, businesses, and retirement plans. Paul is also a Registered Representative and Investment Advisor Representative in multiple states. Paul is dedicated to providing personalized financial advice to help clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MD
07/30/2021 - Present
Edward Jones (ABINGDON MD)
MD
11/21/2018 - 06/28/2021
MORGAN STANLEY (Hunt Valley MD)
MD
03/06/2017 - 12/05/2018
M&T SECURITIES, INC. (COCKEYSVILLE MD)
MD
03/21/2005 - 03/21/2017
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
BC
Issued 01/07/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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