Unclaimed
Paul Neslage is a financial advisor with Cambridge Investment Research Advisors, Inc. Paul works primarily with high-net-worth individuals and families, as well as charitable organizations and pension and profit-sharing plans. Paul has been in the financial services industry for over 10 years. Paul is licensed to offer securities in several states, including Kansas, Texas, Colorado, Florida, Missouri, Oklahoma, and Pennsylvania. Paul is also a registered investment advisor in Kansas and Texas. Paul is committed to providing clients with personalized financial advice that helps them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
10/29/2021 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
12/03/2020 - 11/22/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Wichita KS)
BOTH
Issued 05/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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