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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anderson is a financial advisor with over 17 years of experience in the financial services industry. Paul has a strong track record of providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Paul currently holds licenses to provide investment advice in 39 states and the District of Columbia. Paul is a Registered Representative of Morgan Stanley and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Investment Services, Inc.. Paul is committed to providing his clients with personalized investment advice and strategies to help them 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.
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
CA
12/17/2020 - Present
Morgan Stanley (Brea CA)
CA
10/23/2009 - 06/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BREA CA)
CA
09/08/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAGUNA HILLS CA)
CA
10/28/2003 - 09/11/2006
MORGAN STANLEY DW INC. (SANTA ANA CA)
BOTH
Issued 11/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/2003
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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