Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ketchum is a financial advisor with over 23 years of experience in the industry. Paul is a Registered Representative and Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Paul has been with Wells Fargo since 2009 and has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Paul is a Certified Financial Planner and holds the Series 4, 7, 24, and 66 licenses. Paul is a managing partner at Finet Practice LLC and has a 33.34% ownership stake in Cedar Creek Wealth Management LLC. Paul specializes in financial planning, investment management, and retirement planning.
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
WA
03/07/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ISSAQUAH WA)
WA
07/01/2003 - 03/07/2024
WELLS FARGO CLEARING SERVICES, LLC (ISSAQUAH WA)
NY
10/16/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
04/06/2000 - 06/22/2001
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
TX
10/15/1999 - 05/11/2000
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
BOTH
Issued 09/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2003
Series 4 - Registered Options Principal Examination
BC
Issued 07/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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