Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Stansberry is a financial professional with over 38 years of experience in the financial services industry. Paul is currently registered with Ameriprise Financial Services, LLC and has offices in Minneapolis, MN and Montrose, MN. Paul has held previous positions with various firms including Foresters Equity Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, Marquette Financial Group, Inc., Global Financial Group, Inc., Hayne, Miller Financial, Inc., Hayne, Miller & Swearingen, Inc., Summit Investment Corporation, Engler and Budd Company, and Alsted, Strangis and Dempsey 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.
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2
MN
08/25/2016 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
CA
09/20/2007 - 01/07/2008
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MN
01/03/2006 - 06/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
03/04/2004 - 01/03/2006
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
02/24/1998 - 08/07/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MN
11/07/1994 - 02/03/1998
GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MN
09/18/1989 - 11/04/1994
HAYNE, MILLER FINANCIAL, INC. (MINNEAPOLIS MN)
NA
02/24/1986 - 09/18/1989
HAYNE, MILLER & SWEARINGEN, INC.
NA
06/03/1985 - 02/24/1986
SUMMIT INVESTMENT CORPORATION
NA
07/06/1982 - 06/04/1985
ENGLER AND BUDD COMPANY
NA
10/27/1980 - 07/06/1982
ALSTEAD, STRANGIS AND DEMPSEY INCORPORATED
BC
Issued 12/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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