Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Clever is a financial advisor who has been in the industry since February 1996. Paul is currently registered with Wells Fargo Clearing Services, LLC. Paul's prior registrations include First Clearing, LLC, H.D. Vest Investment Services, and A. G. Edwards & Sons, Inc. Paul has a broad range of experience and expertise, including providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/06/2017 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
06/19/2009 - 11/16/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
TX
08/26/2011 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MO
02/27/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 10/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/05/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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