Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Frey is a financial advisor registered with Confluence Financial Partners. Paul has a diverse background in the financial industry, having previously worked at Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC. Paul holds the Series 7, 63, 66, and 31 licenses, as well as the SIE. Paul's experience and qualifications enable him to provide financial planning services, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
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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2
PA
03/15/2024 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
06/09/2011 - 04/04/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PITTSBURGH PA)
PA
01/01/2008 - 06/10/2011
WELLS FARGO ADVISORS, LLC (PITTSBURGH PA)
PA
06/26/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREEN TREE PA)
BOTH
Issued 12/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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