Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jason Bisbal is a financial advisor with over 15 years of experience in the industry. Paul is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Paul has worked with a number of firms in the past, including Chase Investment Services Corp., J.P. Morgan Institutional Investments Inc., OppenheimerFunds Distributor, Inc., and Waddell & Reed, Inc. Paul has a broad range of experience in the financial services industry and is committed to providing his clients with personalized advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
01/10/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
10/01/2007 - 09/23/2010
CHASE INVESTMENT SERVICES CORP. (ENGLEWOOD CO)
CO
04/16/2007 - 10/01/2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
CO
08/24/2005 - 03/07/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
NY
02/11/2004 - 04/05/2005
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
KS
01/23/2004 - 01/29/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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