Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Parson is a financial advisor with over 20 years of experience in the industry. Paul has been registered with Wells Fargo Advisors Financial Network, LLC since May 2022. Previously, Paul was registered with Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc. Paul holds a Series 6, 7, 24, 63, and 66 licenses. Paul specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and 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.
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2
MI
05/05/2022 - Present
Wells Fargo Advisors Financial Network, LLC (Owosso MI)
MI
01/01/2008 - 05/05/2022
WELLS FARGO CLEARING SERVICES, LLC (OWOSSO MI)
MI
07/13/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OWOSSO MI)
NY
12/19/1997 - 06/25/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/19/1997 - 06/25/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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