Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bennett is a financial advisor with over 30 years of experience in the industry. Paul currently works with Wells Fargo Advisors Financial Network, LLC and has worked at several other firms in the past. Paul has a wide range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and charitable organizations. Paul holds the Series 6, 7, 24, 63, and 65 licenses as well as the SIE exam.
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.
Investment consulting services to institutional clients
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.
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2
SC
06/09/2012 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBIA SC)
SC
03/21/2005 - 09/27/2010
UVEST FINANCIAL SERVICES GROUP, INC. (COLUMBIA SC)
MO
06/15/2002 - 03/21/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/22/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MA
12/09/1993 - 03/28/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/09/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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