Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Baxter is a financial advisor currently associated with Edward Jones. Paul has been in the industry since 2004. His experience includes working with individuals, high-net-worth individuals, trusts, estates, corporations and small businesses. Paul Baxter is licensed to offer securities advice and investment advisory services in numerous states and holds a wide array of professional licenses including Series 6, Series 7, Series 63, and Series 65. Paul Baxter is committed to understanding his clients' financial goals and developing customized strategies to help them 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.
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.
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.
See schedule d - miscellaneous
1
2
WY
07/31/2017 - Present
Edward Jones (CASPER WY)
KS
08/04/2004 - 03/10/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paul Baxter is the right advisor for you? Invested Better is here to help.
