Unclaimed
Paul Elmer Townsend is a financial advisor with over 28 years of experience in the financial industry. Paul has been with Janney Montgomery Scott LLC since September 2020, having previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Paul is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63 and 65 licenses. Paul is also registered as an investment advisor representative in Michigan and Texas. Paul has a strong track record of providing financial advice to individuals, businesses, and institutions. Paul has a deep understanding of the financial markets and a commitment to helping clients achieve 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.
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.
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.
Fee plus commission
1
2
MI
05/24/2024 - Present
Janney Montgomery Scott LLC (Battle Creek MI)
MI
08/07/1997 - 09/18/2020
WELLS FARGO CLEARING SERVICES, LLC (EAST LANSING MI)
MI
04/08/1994 - 08/11/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 11/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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