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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 Masoner is an investment advisor representative registered with Wells Fargo Advisors Financial Network, LLC. Paul has been in the industry since June 9, 1999. Paul is registered with the state of Texas and the state of California. Paul has passed the Series 7, Series 63, Series 66, and the SIE exams. Paul holds a current registration with FINRA. Paul is licensed to offer advisory services to individuals and businesses. Paul is also the owner of the Masoner Group LLC, an investment-related LLC, which started in September 2020. Paul’s previous employer was Edward Jones.
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.
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CA
08/10/2020 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH CA)
CA
06/10/1999 - 08/10/2020
EDWARD JONES (SEAL BEACH CA)
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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