Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edwin Lindberg is a financial advisor with over 26 years of experience in the financial services industry. Paul is registered with Ameriprise Financial Services, LLC in Texas. Paul's career began in 1993 when he joined MetLife Securities Inc. and Metropolitan Life Insurance Company. Paul then moved to State Farm VP Management Corp in 2003, before joining Ameriprise Financial Services Inc in 2017. Paul currently holds FINRA Series 6, 7, 26, 63 and 66 licenses and is also registered with the State of Texas.
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.
Asset allocation services
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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2
TX
01/04/2019 - Present
Ameriprise Financial Services, LLC (Pasadena TX)
TX
03/11/2003 - 04/13/2017
STATE FARM VP MANAGEMENT CORP. (PASADENA TX)
MA
03/26/1993 - 01/06/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/26/1993 - 01/06/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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