Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Scott Magness is a financial advisor registered with Wells Fargo Clearing Services, LLC. Paul has been working in the financial industry since December 19, 2000 and has experience with Morgan Stanley. Paul has a Series 7, Series 63 and Series 65 securities licenses, and is also a CERTIFIED FINANCIAL PLANNER™. Paul specializes in retirement planning, insurance, college savings, estate planning and tax planning. Paul has offices in Winchester, VA, and is licensed to conduct business in 32 states.
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
VA
05/03/2019 - Present
Wells Fargo Clearing Services, LLC (WINCHESTER VA)
VA
06/01/2009 - 05/06/2019
MORGAN STANLEY (WINCHESTER VA)
VA
01/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALEXANDRIA VA)
DC
05/14/2004 - 01/29/2008
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
DC
12/20/2000 - 06/10/2004
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 10/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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