Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Martin is a financial advisor with over 28 years of experience in the industry. Paul currently works at Wells Fargo Advisors Financial Network, LLC and is registered to provide investment advice in California and Texas. Paul has been in the industry since May 1995 and has held previous positions with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and LINSCO/Private Ledger Corp. Paul specializes in providing investment advice to individuals, businesses, and high net worth individuals.
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.
Investment consulting services to institutional clients
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.
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CA
11/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PLEASANTON CA)
CA
01/11/2013 - 11/13/2023
WELLS FARGO CLEARING SERVICES, LLC (PLEASANTON CA)
CA
10/21/1996 - 01/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CASTRO VALLEY CA)
SC
06/01/1995 - 10/21/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 11/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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