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. Tan is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Park City, Utah. Paul has been in the financial industry since 1990. Paul has a wide range of experience working with clients of all types and sizes, including individuals, families, businesses, and institutions. Paul is committed to providing personalized financial advice and investment solutions to help clients achieve their financial goals. Paul holds the Series 7, Series 63, Series 65, and SIE licenses. Paul is also a Registered Representative with FINRA and a Registered Investment Advisor with the SEC.
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.
Investment consulting services to institutional clients
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
UT
11/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PARK CITY UT)
UT
06/26/2014 - 11/29/2023
LPL FINANCIAL LLC (PARK CITY UT)
UT
01/03/2011 - 06/30/2014
WELLS FARGO ADVISORS, LLC (PARK CITY UT)
UT
01/07/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PARK CITY UT)
MN
05/02/2003 - 01/19/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
09/01/2000 - 04/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
05/14/1999 - 09/07/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
03/02/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
OH
08/13/1990 - 03/29/1994
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 03/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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