Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Hanson is a financial advisor with Wells Fargo Clearing Services, LLC. Paula has been in the financial services industry since 1987. Paula is licensed to offer securities products and services in all 50 states and is a registered principal with FINRA. Paula also holds Series 3, 6, and 7 licenses. In addition to her financial services experience, Paula has held several leadership roles within the financial services industry and is known for her dedication to providing excellent customer service.
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
MO
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/10/2005 - 11/17/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
TX
08/12/2011 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NY
10/26/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/26/1993 - 09/27/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/24/1991 - 01/19/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
07/27/1988 - 09/19/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/19/1987 - 03/21/1988
FIDELITY BROKERAGE SERVICES, INC.
BC
Issued 04/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1991
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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