Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Novelly is an investment advisor representative with Stifel Independent Advisors, LLC in St. Louis, Missouri. Paul is registered with the state of Missouri and is a member of FINRA. Paul has been in the securities industry since 1991 and has been with Stifel since 2005. Paul specializes in providing financial planning, pension consulting, and educational seminars to individuals, families, and businesses.
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.
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2
MO
05/30/2018 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
MO
03/02/2005 - 06/11/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLAYTON MO)
NY
04/01/1993 - 03/03/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CT
11/04/1991 - 07/13/1993
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 04/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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