Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Stuart Rosendahl is a financial advisor with Focus Financial. Paul has been in the financial services industry since March 1997. Paul has a Series 7 and Series 66 license and is registered with the state of Minnesota. Paul is also a registered Investment Advisor Representative (IAR) with the state of Minnesota. Paul is a strong advocate for their clients, working with them to develop financial plans and investment strategies that are tailored to their specific needs and goals. Paul is an active member of the community and volunteers with the 4H Youth Development Program and serves as a Public Address Announcer for the Fosston School District. Paul has been a part of the Focus Financial team since 2003, and their experience working with clients at Focus Financial, and experience working with clients from various businesses including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals, is a valuable asset to their 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.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
12/17/2013 - Present
Focus Financial (FOSSTON MN)
MN
03/12/1997 - 09/11/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/12/1997 - 09/11/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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