Paul Sjogren, financial advisor Fort Lauderdale FL

Paul Sjogren

CRD Number: 4244760
Current Firm: Wells Fargo Clearing Services, LLC

Paul Sjogren (CRD# 4244760) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Fort Lauderdale, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Fort Lauderdale, FL Nov 2016 - Current 4
Wells Fargo Advisors, LLC Fort Lauderdale, FL Jun 2016 - Nov 2016 < 1
Nyc Social New York, NY Sep 2013 - Jun 2016 2
J.p. Morgan Securities LLC New York, NY Oct 2012 - Jun 2016 3
Chase Investment Services Corp Pembroke Pines, FL Jun 2009 - Oct 2012 3
Asa/amature Softball Association Plantation, FL Mar 2011 - Jul 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S65 NASAA Investment Advisors Law Examination Feb 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Paul D. Sjogren
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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