Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Elliott Brehne is a financial advisor who has been in the industry since 1989. Paul is currently registered with Morgan Stanley and has a Series 7, Series 3, Series 63, Series 65, Series 9, Series 10, and Series 8 licenses. Paul has been previously registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and CITIGROUP GLOBAL MARKETS INC.. Paul is a CERTIFIED FINANCIAL PLANNER™ professional.
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
NJ
06/19/2024 - Present
Morgan Stanley (Morristown NJ)
NJ
09/10/2014 - 06/26/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EAST HANOVER NJ)
NJ
06/01/2009 - 10/01/2014
MORGAN STANLEY (LITTLE FALLS NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD NJ)
NJ
02/24/2006 - 04/02/2007
MORGAN STANLEY DW INC. (FAIRFIELD NJ)
NJ
03/03/1997 - 03/08/2006
CITIGROUP GLOBAL MARKETS INC. (LITTLE FALLS NJ)
NY
01/04/1990 - 03/11/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
10/25/1989 - 11/16/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/1989 - 11/16/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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