Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Holman is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with Wealth Enhancement Advisory Services, LLC, and has previous experience with First Republic Securities Company, LLC, Charles Schwab & Co., Inc. Paul is a Series 66, 63, 7, 55, and SIE licensed professional. Paul's specialties include providing investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. Paul is also a registered investment advisor, specializing in financial planning, pension consulting, and educational seminars. Paul's firm, Wealth Enhancement Advisory Services, LLC, has a total of 72,024,609,099 in regulatory assets under management and serves a diverse clientele, including high net worth individuals, charitable organizations, and corporations.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
07/20/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NJ
01/17/2023 - 04/10/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Paramus NJ)
AZ
11/19/2003 - 07/06/2007
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
CT
01/08/1998 - 10/31/2003
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
TX
10/20/1997 - 05/18/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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