Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mitkish has been working in the financial services industry since 1994. Paul is a registered representative of Wells Fargo Clearing Services, LLC, where he has been employed since January of 2022. Paul has worked with SunTrust Advisory Services, SunTrust Investment Services, Inc., Truist Investment Services, Inc., BB&T Securities, LLC, Scott & Stringfellow, LLC, Wachovia Securities, LLC, First Union Brokerage Services, Inc., American Express Service Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Paul is licensed in Arkansas, District of Columbia, Maryland, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Paul is a financial advisor who can provide financial planning and investment consulting services to individuals and businesses. Paul is dedicated to helping clients achieve their financial goals.
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.
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2
NC
01/18/2022 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
NC
09/16/2013 - 01/18/2022
TRUIST INVESTMENT SERVICES, INC. (BURLINGTON NC)
NC
01/02/2013 - 09/24/2013
BB&T SECURITIES, LLC (GREENSBORO NC)
NC
08/24/2007 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (GREENSBORO NC)
NC
10/01/2000 - 08/29/2007
WACHOVIA SECURITIES, LLC (GREENSBORO NC)
NC
07/02/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
04/01/1996 - 02/26/1998
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
07/12/1994 - 02/26/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/12/1994 - 02/26/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/10/1994 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 03/01/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1994
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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