Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Chmielewski is a financial advisor with Cerity Partners LLC. Paul has over 20 years of experience in the financial services industry. Paul holds the Series 7, 63, and 65 licenses. Paul specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and charitable organizations. Prior to joining Cerity Partners LLC, Paul was a financial advisor at Robert W. Baird & Co. Incorporated.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
01/02/2024 - Present
Cerity Partners LLC (GREENWOOD VILLAGE CO)
CO
02/10/2014 - 02/18/2014
ROBERT W. BAIRD & CO. INCORPORATED (DENVER CO)
TN
04/04/2006 - 05/23/2006
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NY
01/29/2004 - 09/24/2004
IFMG SECURITIES, INC. (PURCHASE NY)
AZ
09/10/2002 - 01/03/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
01/29/2001 - 05/03/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 05/03/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
10/20/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
AZ
06/30/1999 - 08/02/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 08/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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