Paul TraczykCRD Number: 3083183
Current Firm: Wells Fargo Clearing Services, LLC
Paul Traczyk (CRD# 3083183) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Paul, MN and has over 23 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Wells Fargo Clearing Services, LLC||Saint Paul, MN||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Saint Paul, MN||Jan 2011 - Nov 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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)
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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