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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 Grieger is a financial advisor with D.a. Davidson & Co. based in Omaha, Nebraska. Paul has been in the financial services industry since 2001. Paul is a registered representative in several states including California, Colorado, Illinois, Iowa, Kansas, Missouri, Nebraska, North Dakota, and South Dakota. Paul holds several industry certifications, including the Series 7, Series 50, Series 53, Series 54, and Series 66 exams. Paul specializes in providing financial planning, investment management, and retirement planning services.
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.
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2
NE
01/01/2005 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
05/03/2002 - 01/01/2005
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
NE
07/02/2001 - 01/07/2002
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
BOTH
Issued 09/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 12/21/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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