Unclaimed
Paul Giessow Stauffer is a financial advisor with Edward Jones. Paul has been in the financial industry since 1999 and has extensive experience serving clients across various states. Paul is registered with the state of Oregon as a Registered Representative. Paul holds Series 6, 7, and 66 licenses, and is also a Certified Financial Planner. Paul offers a wide range of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
11/25/2024 - Present
Edward Jones (ST LOUIS MO)
NA
10/03/1988 - 10/19/1989
FIRST INVESTORS CORPORATION
BOTH
Issued 01/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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