Unclaimed
Paula Rae Grinnell is a financial advisor with over 20 years of experience in the industry. Paula is currently registered with Wealth Enhancement Brokerage Services, LLC and LPL Financial LLC. She is licensed to sell securities in Minnesota. Paula's experience includes working with clients on their investment needs, including retirement planning, college savings, and estate planning. She has a strong understanding of the financial markets and a commitment to providing her clients with personalized financial advice.
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.
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.
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2
MN
02/08/2007 - Present
Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)
MN
08/12/2004 - 02/08/2007
SII INVESTMENTS, INC. (OAKDALE MN)
WI
02/12/2003 - 07/08/2003
SII INVESTMENTS, INC. (APPLETON WI)
GA
09/10/2001 - 12/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 07/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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