Unclaimed
Paul Thomsen is a financial advisor who has been in the industry since December 2019. Paul is registered with J.p. Morgan Securities LLC and holds Series 63, Series 79TO and SIE licenses. Paul is registered in all 50 states and the District of Columbia. Paul specializes in providing financial planning, portfolio management, and investment advisory services. Paul has experience working with high net worth individuals, corporations, and institutions. Paul is committed to providing clients with personalized financial advice and helping them 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
UT
12/17/2019 - Present
J.p. Morgan Securities LLC (Salt Lake City UT)
BC
Issued 05/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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