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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 Gordon Wicks is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with Fidelity Personal And Workplace Advisors in Houston, Texas. Prior to that, Paul worked for VALIC FINANCIAL ADVISORS, INC., and CITIGROUP GLOBAL MARKETS INC. in Texas. Paul holds the Series 6, 7, 24, 63, and 65 securities licenses and is registered in multiple states across the country. Paul specializes in financial planning, portfolio management for individuals and businesses, educational seminars, and the selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/25/2022 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
10/23/2009 - 03/10/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/13/2008 - 10/29/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
09/21/1998 - 01/27/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 10/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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