Unclaimed
Paul Llewelyn Howells is a registered representative with Charles Schwab & CO., Inc. Paul has been in the securities industry since August 9, 2015, and is licensed in 53 states. Paul holds the Series 3, Series 7, Series 9, Series 10 and Series 63 licenses. Paul is an active member of the securities industry.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
08/10/2015 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 12/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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