Unclaimed
Paul Alan Chadwell is an investment advisor representative at Arch City Financial. Paul has been in the financial services industry for over 25 years and has experience in both the brokerage and investment advisory fields. He has held positions with various firms including Scottrade, Inc. and 1st Cleveland Securities Corp. Paul is a licensed securities professional in both Ohio and Florida. He holds Series 4, 7, 24 and 66 licenses, and is also a Registered Investment Advisor. Paul specializes in financial planning, pension consulting, and portfolio management for individuals.
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.
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.
1
2
OH
06/24/2019 - Present
Arch City Financial (GROVE CITY OH)
FL
03/23/1994 - 07/31/2017
SCOTTRADE, INC. (BRADENTON FL)
NA
10/25/1993 - 03/24/1994
1ST CLEVELAND SECURITIES CORP
OH
05/05/1993 - 09/28/1993
1ST CLEVELAND SECURITIES CORP (GARFIELD HEIGHTS OH)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2000
Series 4 - Registered Options Principal Examination
BC
Issued 06/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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