Unclaimed
Paul Werner Felsch is an active Investment Advisor Representative and Registered Representative with Allspring Funds Management, LLC. Paul has been in the financial industry since June 16, 2011. Paul holds multiple licenses and has passed the Series 66, Series 9, Series 10, Series 24, Series 7, and SIE exams. In the past Paul has also been associated with EDWARD JONES. Currently Paul has one active registration as an Investment Advisor Representative with Allspring Funds Management, LLC in Missouri and is a registered representative with Allspring Funds Management, LLC in Minnesota, Missouri, North Carolina, and Wisconsin.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MO
02/20/2023 - Present
Allspring Funds Management, LLC (Kirkwood MO)
MO
09/19/2010 - 05/24/2022
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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