Paul SteinCRD Number: 1990860
Current Firm: Ameriprise Financial Services, Inc.
Paul Stein (CRD# 1990860) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Kalispell, MT and has over 25 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Ids Life Insurance Company||San Diego, CA||Sep 1989 - Current||27|
|American Express Financial Advisors Inc.||Missoula, MT||Sep 1989 - Current||27|
|Ids Financial Services||San Diego, CA||Jan 1989 - Current||27|
|Marriott||San Diego, CA||Dec 1988 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
|S65||NASAA Investment Advisors Law Examination||Feb 1998|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV