Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jochimsen is a financial advisor with Merit Financial Advisors. Paul has been working in the financial services industry since 1988. Paul has a Series 7, Series 63 and a SIE license and is registered to provide investment advice in Texas and Wisconsin. Paul is a registered representative of LPL Financial LLC, a registered investment advisor, and offers investment advice through Merit Financial Group, LLC dba Merit Financial 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.
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.
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.
Consulting fees
1
2
GA
09/30/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
WI
09/30/2022 - 08/16/2024
LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)
WI
02/22/2019 - 10/12/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sheboygan Falls WI)
WI
06/01/2009 - 02/26/2019
MORGAN STANLEY (SHEBOYGAN WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHEBOYGAN WI)
WI
02/15/2001 - 04/02/2007
MORGAN STANLEY DW INC. (SHEBOYGAN WI)
WI
04/03/1990 - 02/27/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
03/22/1988 - 04/10/1990
BLUNT ELLIS & LOEWI INCORPORATED
BC
Issued 04/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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