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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 George Snow is a financial advisor at Wells Fargo Clearing Services, LLC. Paul Snow has been in the industry since 1973. Paul Snow has a total of 6 approved SRO registrations, 1 approved FINRA registrations, and 8 approved state registrations. Paul Snow is registered as both a broker-dealer and an investment advisor. Paul Snow has passed a total of 2 state exams, 5 product exams, and 3 principal exams. Paul Snow is registered in 9 states: California, Florida, Georgia, Illinois, Indiana, Montana, New York, Ohio. Paul Snow is also registered as an investment advisor in Illinois. Paul Snow's current firm, Wells Fargo Clearing Services, LLC, is headquartered in St. Louis, MO. The firm manages approximately $10 billion - $50 billion in assets. The firm offers a variety of advisory services including financial planning, pension consulting, and portfolio management for businesses and 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.
1
2
IL
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (LAKE FOREST IL)
IL
02/02/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKE FOREST IL)
MO
09/04/1990 - 01/24/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
09/29/1973 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
10/05/1973 - 08/12/1979
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 08/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1980
Series 4 - Registered Options Principal Examination
BC
Issued 10/03/1979
Series 24 - General Securities Principal Examination
BC
Issued 08/22/1979
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1979
PC - AMEX Put and Call Exam
BC
Issued 09/29/1973
Series 000 - General Securities Principal Examination
BC
Issued 09/29/1973
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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