Mori Paulsen (CRD# 1174766) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salt Lake City, UT and has over 34 years of experience in the finance industry.
CRD# 2649450
Uma Financial Services Inc.
Score
101
CRD# 5747247
Morgan Stanley
Score
103
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch | Salt Lake City, UT | May 2010 - Current | 7 |
| Morgan Stanley Smith Barney | Salt Lake City, UT | Jun 2009 - May 2010 | < 1 |
| Morgan Stanley Smith Barney | Salt Lake City, UT | Jun 2009 - May 2010 | < 1 |
| Morgan Stanley & Company, Incorporated | Salt Lake City, UT | Apr 2007 - Jun 2009 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1992 |
- ID
- MT
- UT
- TX
-
Total Assets Under Management639,574MILLIONS
-
Total Number of Accounts1,831,494ACCOUNTS
-
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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