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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 Robert Harris is an investment advisor representative at Ameriprise Financial Services, LLC. Paul is a licensed investment advisor in Minnesota and Texas and holds the Series 7 and Series 63 licenses. Paul has been working in the industry since June 1992, starting his career at Piper Jaffray & Co. in Bloomington, Minnesota. He joined UBS Financial Services Inc. in August 2006 and then moved to Ameriprise Advisor Services, Inc. in May 2009. Paul specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Paul's expertise and experience make him well-equipped to serve the needs of his clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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MN
01/03/2025 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
05/01/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (EDEN PRAIRIE MN)
MN
08/12/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BLOOMINGTON MN)
MN
06/23/1992 - 08/12/2006
PIPER JAFFRAY & CO. (BLOOMINGTON MN)
BC
Issued 05/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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