Unclaimed
Robert Paulson is a financial advisor currently working at Artisan Partners Distributors LLC. Robert has been in the financial services industry since 1988. Robert has a series 7, 6, and 63 license. Robert holds a Series 63 license and a Series 7 and Series 6 license. Prior to working at Artisan Partners Distributors LLC, Robert has previously worked at Templeton/Franklin Investment Services,Inc., Franklin/Templeton Distributors, Inc. and Templeton Funds Distributor, Inc. Robert is licensed in all 50 states and the District of Columbia.
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.
1
2
CA
06/01/2005 - Present
Artisan Partners Distributors LLC (SAN FRANCISCO CA)
CA
09/16/1994 - 05/10/2005
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
CA
08/02/1988 - 09/16/1994
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
FL
03/24/1993 - 06/01/1993
TEMPLETON FUNDS DISTRIBUTOR, INC. (ST. PETERSBURG FL)
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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