Unclaimed
Paul Wildermuth is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with Pimco Investments LLC in Newport Beach, California, having started his career at Morgan Stanley DW INC. Paul has also been registered with Allianz Global Investors Distributors LLC in the past. Paul holds a Series 7, 24, 31, and 66 licenses. Paul's primary registration is with the state of California. Paul's current role is to provide investment advice to clients of Pimco Investments LLC.
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.
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.
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2
CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
CA
05/15/2003 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
NY
05/31/2002 - 04/24/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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