Unclaimed
Paul Robert Meehl is a financial advisor with Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc., located in Minneapolis, MN. Paul has been in the industry since July 31, 1989 and holds Series 4, 7, 24, 27, 63, 99TO and SIE licenses. Paul's previous experience includes working for DST MARKET SERVICES, LLC, SPROTT GLOBAL RESOURCE INVESTMENTS LTD, RBC CAPITAL MARKETS, LLC, SOUTHWEST CLEARING CORP, STOCKWALK.COM, INC., MJK CLEARING, INC., ONLINE BROKERAGE SOLUTIONS, INC. and MILLER SECURITIES, INCORPORATED.
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.
1
2
MN
10/27/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
05/05/2015 - 06/08/2017
DST MARKET SERVICES, LLC (Minneapolis MN)
CA
07/01/2011 - 05/27/2015
SPROTT GLOBAL RESOURCE INVESTMENTS LTD (CARLSBAD CA)
NY
04/30/2002 - 06/15/2011
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
TX
10/16/2001 - 12/05/2003
SOUTHWEST CLEARING CORP. (DALLAS TX)
MN
10/01/1999 - 10/04/2001
STOCKWALK.COM, INC. (MINNEAPOLIS MN)
MN
09/28/1989 - 09/27/2001
MJK CLEARING, INC. (MINNEAPOLIS MN)
IL
06/07/2000 - 02/26/2001
ONLINE BROKERAGE SOLUTIONS, INC. (CHICAGO IL)
MN
09/20/1988 - 05/01/1989
MILLER SECURITIES, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 09/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/12/1995
Series 4 - Registered Options Principal Examination
BC
Issued 09/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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