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 Huonker is a financial advisor registered with Wells Fargo Clearing Services, LLC. Paul is an active advisor and has been in the industry since 2011. Paul has a wide range of experience and expertise in providing financial advice to individuals, businesses and institutions. Paul is a Registered Representative (RA) of Wells Fargo Clearing Services, LLC, and a Registered Investment Adviser (IA) with the state of North Carolina. Paul specializes in portfolio management for individuals and businesses, and investment consulting services for institutional clients.
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
06/06/2017 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
07/27/2012 - 09/23/2013
TRADEKING (CHARLOTTE NC)
CA
08/31/2012 - 12/20/2012
ZECCO TRADING, INC. (GLENDALE CA)
MA
03/07/2005 - 08/19/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
GA
05/06/2004 - 02/28/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paul Huonker is the right advisor for you? Invested Better is here to help.
