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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 Leon Wrisley is a financial advisor with Raymond James & Associates, Inc., located in Gainesville, Florida. Paul has been in the financial services industry since 2006. Paul specializes in helping individual investors, high-net-worth individuals, businesses, corporations, charitable organizations, investment companies, insurance companies, and pension and profit-sharing plans. Paul is a registered representative of Raymond James & Associates, Inc., and is also an investment advisor representative. Paul holds several industry licenses including Series 6, 7, 9, 10, 63, and 66. Paul provides a variety of financial planning and investment management services to his 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.
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.
Please see note in schedule d - miscellaneous
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
FL
08/03/2015 - Present
Raymond James & Associates, Inc. (Gainesville FL)
FL
08/27/2013 - 08/06/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
01/30/2012 - 08/02/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
01/17/2008 - 05/03/2011
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
CA
06/18/1997 - 08/19/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 09/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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