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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Christopher Paul is an Investment Advisor Representative at Main Street Financial Solutions, LLC, located in Newtown, PA. Kenneth is registered with the state of Pennsylvania and New Jersey and offers a variety of financial services including financial planning, portfolio management for individuals, and pension consulting. Kenneth has been in the industry since 1999 and has a strong background in financial planning and investment management.
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.
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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PA
03/10/2023 - Present
Main Street Financial Solutions, LLC (NEWTOWN PA)
NJ
10/07/2014 - 05/11/2018
PURSHE KAPLAN STERLING INVESTMENTS (Flemington NJ)
NJ
11/14/2011 - 09/10/2014
TRIAD ADVISORS, INC. (FLEMINGTON NJ)
NJ
02/22/2007 - 11/29/2011
LPL FINANCIAL LLC (FLEMINGTON NJ)
PA
11/17/2004 - 02/07/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
TX
07/24/2003 - 10/22/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
03/06/2002 - 11/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/02/1999 - 01/31/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 05/31/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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