Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul W. Solie is a financial advisor with over 14 years of experience in the industry. Paul is currently registered with LPL Financial LLC and has previously been employed by Zions Direct, Inc., Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Paul holds licenses for Series 6, 7, 63 and 65, as well as the SIE. Paul provides financial planning, portfolio management, and other advisory services for a variety of clients, including high net worth individuals, corporations, and pension plans. Paul is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
03/22/2019 - Present
LPL Financial LLC (FLAGSTAFF AZ)
AZ
07/09/2014 - 03/23/2015
ZIONS DIRECT, INC. (SCOTTSDALE AZ)
AZ
01/03/2011 - 06/24/2014
WELLS FARGO ADVISORS, LLC (PRESCOTT AZ)
AZ
06/08/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PRESCOTT VALLEY AZ)
IA
Issued 09/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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