Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ewing is an investment advisor representative with Ameriprise Financial Services, LLC. Paul has been in the securities industry since 2002 and has a wide range of experience with multiple firms. Paul holds Series 7, 31, 63, 65 and 66 securities licenses. Paul's firm is headquartered in Minneapolis, Minnesota, and has a diverse client base, including corporations, individuals, and institutional investors. Ameriprise provides a wide range of financial services, including investment management, financial planning, and insurance.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/13/2020 - Present
Ameriprise Financial Services, LLC (MELBOURNE FL)
FL
06/01/2012 - 11/25/2020
MORGAN STANLEY (MELBOURNE FL)
FL
01/07/2002 - 11/30/2005
WACHOVIA SECURITIES, LLC (MELBOURNE FL)
MD
02/22/1999 - 01/07/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
10/03/1995 - 02/24/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/25/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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