Unclaimed
Paul Selsor is a financial advisor with over 6 years of experience in the industry. Paul is currently registered with Oakwood Capital, Inc., and is licensed in California and Minnesota. Paul holds a Series 6, Series 63, Series 65, and SIE license. Paul has experience in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Paul has a strong track record of success in helping clients achieve their financial goals. Paul's prior experience was with Kestra Investment Services, LLC. Paul has a strong commitment to providing clients with personalized service and tailored solutions. Paul is passionate about helping clients achieve their financial goals and believes that everyone deserves access to sound financial advice.
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.
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.
Solicitor fees
1
2
MN
03/01/2023 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
TX
06/29/2017 - 03/01/2023
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
IA
Issued 04/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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