Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Drolson is a financial advisor at Perigon Wealth Management, LLC. Paul has over 40 years of experience in the financial services industry, with a strong background in investment management, financial planning and insurance. Paul holds the Series 6, 7, 22, 24, 63, and 65 licenses, and the Certified Financial Planner designation. Paul has previously held positions at First Allied Securities, Inc., Independent Financial Group, LLC, QA3 Financial Corp., National Planning Corporation, 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.
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.
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CA
11/17/2023 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
CA
04/17/2014 - 05/24/2019
FIRST ALLIED SECURITIES, INC. (RANCHO SANTA FE CA)
CA
02/09/2009 - 04/23/2014
INDEPENDENT FINANCIAL GROUP, LLC (RANCHO SANTA FE CA)
CA
10/12/2004 - 03/09/2009
QA3 FINANCIAL CORP. (SAN DIEGO CA)
CA
07/01/2003 - 09/01/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MN
12/11/1981 - 07/01/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/1981 - 07/01/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/11/1981 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 02/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/25/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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