Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Fuhrman is a financial professional who has been working in the financial services industry since 1986. He is currently registered with Packerland Brokerage Services, Inc. and has also previously been registered with Woodbury Financial Services, Inc. and Selected Securities Company, Inc.. Paul is licensed to sell securities in Wisconsin and has passed the Series 63, Series 7 and SIE examinations. He is a Chartered Financial Consultant and also has several other business interests. He is an active member of the financial services industry and has experience working with individual and institutional clients, including high-net-worth individuals, corporations, and pension plans.
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.
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.
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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WI
09/01/2009 - Present
Packerland Brokerage Services, Inc. (MENOMONIE WI)
WI
08/03/1995 - 09/04/2009
WOODBURY FINANCIAL SERVICES, INC. (MENOMONIE WI)
WI
11/20/1986 - 08/03/1995
SELECTED SECURITIES COMPANY, INC. (EAU CLAIRE WI)
BC
Issued 11/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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