Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Carlson is a financial advisor with over 20 years of experience in the industry. He is currently registered with Wells Fargo Advisors Financial Network, LLC and has held previous positions with Morgan Stanley, Merrill Lynch, and American Express Financial Advisors. Paul is dedicated to providing personalized financial guidance and investment strategies to help clients 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.
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
MD
12/01/2016 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
08/26/2011 - 12/06/2016
MORGAN STANLEY (BETHESDA MD)
MD
07/16/2004 - 08/30/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
MN
09/19/2002 - 08/05/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/2002 - 08/05/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/24/1993 - 03/11/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/28/1994 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
04/28/1994 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
BOTH
Issued 08/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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