Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Valtierra is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Paul has been in the financial services industry since 1998. Paul is a Registered Representative and Investment Advisor Representative. Paul is registered in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Kansas, Maryland, Michigan, Mississippi, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Tennessee, Texas, and Virginia. Paul is also licensed to sell insurance. Paul specializes in working with individuals, high-net-worth individuals, corporations, and institutions. Paul has a strong track record of helping clients achieve their financial goals.
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.
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2
TX
02/12/2021 - Present
Wells Fargo Advisors Financial Network, LLC (FRISCO TX)
TX
04/09/2009 - 02/12/2021
WELLS FARGO CLEARING SERVICES, LLC (PLANO TX)
TX
09/01/2000 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
MA
04/05/1999 - 08/23/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
02/17/1998 - 04/09/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 10/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2005
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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