Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tuttle is a financial advisor with over 6 years of experience in the financial services industry. Paul is currently registered with Thrivent Investment Management Inc. in New York and Wisconsin. Paul is also registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7TO, Series 66 and SIE. Paul's previous experience includes working with Ameriprise Financial Services, LLC. Paul specializes in providing financial planning and portfolio management for individuals.
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.
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
09/15/2022 - Present
Thrivent Investment Management Inc. (Cedarburg WI)
NY
11/06/2019 - 08/22/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Southampton NY)
BOTH
Issued 08/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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