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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Freudenberger is a financial advisor with Wells Fargo Clearing Services, LLC. Paul has been in the financial services industry since 1984 and has extensive experience in providing investment advice and managing portfolios. Paul is registered to provide investment advisory services in Arizona and Texas. Paul is also registered to provide broker-dealer services in 40 states. Paul offers a variety of financial planning services, including portfolio management, investment consulting, and pension consulting. Paul is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs and 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.
1
2
AZ
09/15/2014 - Present
Wells Fargo Clearing Services, LLC (PRESCOTT AZ)
AZ
01/23/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SURPRISE AZ)
NY
11/11/1985 - 11/19/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
04/23/1984 - 08/14/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/10/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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