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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 Wick has been a registered investment advisor since 1994. Paul is a registered representative with Columbia Management Investment Advisers, LLC, and has been with them since 2009. Paul is also registered as an investment advisor representative with the state of California. Prior to his current role, Paul was a registered representative with Seligman Securities, Inc. from 1987 to 1993. Paul has a broad range of experience in the financial services industry, and holds Series 63, 65, and 7 licenses. Paul specializes in providing investment advisory services to high net worth individuals, corporations, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/07/2009 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NY
09/22/1987 - 06/24/1993
SELIGMAN SECURITIES, INC. (NEW YORK NY)
IA
Issued 07/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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