Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Walter Fulmer is a financial professional with over 30 years of experience in the industry. Paul is currently registered with Principal Securities, Inc. Paul has held previous positions with USAA Investment Services Company, ADP Broker-Dealer, Inc., First Maryland Brokerage Corporation, T. Rowe Price Investment Services, Inc., and The Stuart-James Company, Inc. Paul holds the Series 7, Series 24, Series 63, Series 7TO, Series 99TO and SIE licenses. Paul is a highly experienced and qualified professional who can provide valuable guidance to clients.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
08/22/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
TX
09/03/2002 - 01/12/2021
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
NJ
09/14/1995 - 07/16/2002
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MD
01/01/1993 - 08/30/1994
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
MD
06/08/1987 - 12/15/1992
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NA
07/23/1986 - 09/09/1986
THE STUART-JAMES COMPANY, INC.
BC
Issued 06/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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