Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael West is a financial advisor who has been in the industry since 1999. Paul is currently registered with CWM, LLC and has been with the firm since June 2012. Paul specializes in financial planning, portfolio management, and selection of other advisors. Paul is also a Certified Financial Planner. Paul is active in the Omaha community and serves on the board of directors for several 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
11/21/2023 - Present
CWM, LLC (OMAHA NE)
NE
03/05/1999 - 10/10/2007
SECURITIES AMERICA, INC. (OMAHA NE)
BOTH
Issued 04/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1999
Series 4 - Registered Options Principal Examination
BC
Issued 02/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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