Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Morris is a financial advisor who has been in the industry since 2010. He is registered with Wells Fargo Advisors Financial Network, LLC. Paul is registered in 15 states. He has experience with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Paul offers a range of advisory services, including financial planning, portfolio management, and investment consulting. He holds the Series 7 and Series 66 licenses.
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.
Investment consulting services to institutional clients
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
AL
04/11/2024 - Present
Wells Fargo Advisors Financial Network, LLC (DECATUR AL)
AL
01/28/2021 - 04/11/2024
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE AL)
AL
01/08/2021 - 01/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORENCE AL)
AL
02/08/2011 - 01/14/2021
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE AL)
AL
03/18/2009 - 07/08/2009
EDWARD JONES (FLORENCE AL)
BOTH
Issued 05/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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