Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Trone is an investment advisor representative with Edward Jones. Paul has been in the securities industry for over 28 years. Paul holds a Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65 licenses. Paul is registered in 31 states, including New Mexico and Texas. Paul's specializations include retirement, estate, insurance, and college planning.
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.
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.
See schedule d - miscellaneous
1
2
NM
08/20/2014 - Present
Edward Jones (Carlsbad NM)
NM
11/08/1994 - 01/17/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD NM)
IA
Issued 12/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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