Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul William Zander is a registered representative with LPL Financial LLC in Cross Plains, Wisconsin. Paul Zander has been in the industry since September 20, 2014. In addition to holding a Series 66 and Series 7 license, Paul has also passed the Securities Industry Essentials Examination (SIE). Paul is also a Registered Investment Advisor. Paul Zander has a strong background in financial services and has a deep understanding of the industry. Paul is committed to providing clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
11/10/2014 - Present
LPL Financial LLC (CROSS PLAINS WI)
IL
08/26/2014 - 10/14/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
BOTH
Issued 10/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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