Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bertelsen is a financial advisor in Charlotte, NC, associated with Alight Financial Solutions, LLC. Paul has been in the industry since June 4, 2023. He is registered with the Financial Industry Regulatory Authority (FINRA) and the states of North Carolina and Wisconsin. Paul holds the Series 63, SIE, and Series 6TO licenses. He is not currently registered as an Investment Advisor. Paul's current employment is with Alight Financial Solutions, LLC.
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.
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.
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NC
06/05/2023 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
BC
Issued 09/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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