Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Joseph Gillis is an investment advisor representative at Russell Investments Implementation Services, LLC. Paul has been in the industry since August 19, 2001 and has extensive experience in the financial services industry. Paul is licensed in Washington and holds the Series 63, Series 7 and SIE licenses. Paul has previously held positions at Russell Financial Services, Inc., Part of Russell Investments and Russell Institutional Services Inc., Part of Russell Investments. Paul is a dedicated and experienced investment advisor representative who is committed to providing his clients with the highest level of service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts
1
2
WA
06/15/2016 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
SC
01/01/2008 - 06/15/2016
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (DANIEL ISLAND SC)
SC
07/15/2004 - 01/01/2008
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (MT. PLEASANT SC)
WA
08/20/2001 - 08/06/2004
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
BC
Issued 04/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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