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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Shirley is a financial advisor at Fidelity Personal And Workplace Advisors. Paul has been in the financial services industry since 1996. He holds Series 7, 9, 10, 63, 66, and SIE securities licenses and is registered to provide investment advice in Washington. Paul previously worked at TD Ameritrade, Inc., Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Paul specializes in working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
07/22/2024 - Present
Fidelity Personal AND Workplace Advisors (REDMOND WA)
WA
01/25/2022 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Lynnwood WA)
WA
07/14/2017 - 12/20/2023
TD AMERITRADE, INC. (Lynnwood WA)
UT
10/19/2016 - 06/21/2017
TD AMERITRADE, INC. (DRAPER UT)
WA
07/16/2012 - 10/01/2015
CHARLES SCHWAB & CO., INC. (TACOMA WA)
UT
06/21/2007 - 06/26/2012
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
05/31/2006 - 10/17/2006
XCU CAPITAL CORPORATION, INC. (SOUTH ODGEN UT)
RI
01/17/1994 - 06/01/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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