Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kandi? Claim Your ProfileKandi Michelle Paugh is a financial professional with over 20 years of experience in the industry. Kandi is currently registered with D.a. Davidson & Co., a firm with over 300 licensed agents and 600 registered representatives. Kandi previously worked with Summit Brokerage Services, Inc. and Raymond James Financial Services, Inc. Kandi is licensed to provide financial services in all 50 states and holds Series 7, Series 53, and Series 63 licenses. Kandi is also a Registered Principal at D.a. Davidson & Co. Kandi has a strong background in financial planning, portfolio management, and investment advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
10/04/2010 - Present
D.a. Davidson & Co. (DENVER CO)
CO
03/02/2009 - 10/12/2010
SUMMIT BROKERAGE SERVICES, INC. (LAKEWOOD CO)
CO
01/27/2003 - 02/11/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (GOLDEN CO)
BC
Issued 05/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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