linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul David Stelter

THE Strategic Financial Alliance, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul David Stelter

Paul Stelter is a financial advisor with The Strategic Financial Alliance, Inc. Paul has been in the industry since 2017 and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Paul also holds a Series 66 license, which allows him to provide investment advice in multiple states. Paul's areas of specialization include financial planning, portfolio management, and educational seminars.

Firm Information

Paul Stelter is currently registered with THE Strategic Financial Alliance, Inc.. THE Strategic Financial Alliance, Inc. is a registered investment advisor headquartered in Atlanta, GA, offering a range of services including financial planning, portfolio management for individuals and businesses, and educational seminars. Established in 2003, the firm manages approximately $334 million in assets for over 1,300 clients, including high-net-worth individuals and corporations. The firm has a team of over 100 licensed agents and representatives, and is registered with the Securities and Exchange Commission (SEC) and in all 50 states.
THE Strategic Financial Alliance, Inc.

2200 CENTURY PARKWAY

ATLANTA, GA 30345

$334.01M

Assets Under Management

40

Total Clients

85

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Stelter’s Registration & Firm History

FL

04/11/2018 - Present

THE Strategic Financial Alliance, Inc. (DAYTONA BEACH FL)

Not sure if Paul David Stelter is right for you?

Licenses & Designations

BOTH

Issued 04/09/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul David Stelter.
Not sure if Paul David Stelter is right for you?