Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kelley is an investment advisor representative currently registered with Cambridge Investment Research Advisors, Inc. Paul has been in the industry since March 2003 and is currently licensed in Alabama, Florida, New York, and Texas. Paul holds the Series 65, Series 66, Series 7, and SIE securities licenses. Paul has previously been employed with FORTUNE FINANCIAL SERVICES, INC., ALLSTATE FINANCIAL SERVICES, LLC, INVESTMENT PROFESSIONALS, INC., BANC ONE SECURITIES CORPORATION, CHASE INVESTMENT SERVICES CORP., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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
TX
09/20/2021 - Present
Cambridge Investment Research Advisors, Inc. (Lone Oak TX)
TX
03/26/2019 - 08/09/2021
FORTUNE FINANCIAL SERVICES, INC. (Lone Oak TX)
TX
04/01/2010 - 03/06/2019
ALLSTATE FINANCIAL SERVICES, LLC (GREENVILLE TX)
TX
01/06/2006 - 03/18/2010
ALLSTATE FINANCIAL SERVICES, LLC (GREENVILLE TX)
TX
06/28/2005 - 12/15/2005
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
IL
06/06/2005 - 06/23/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/24/2005 - 06/07/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
01/27/2003 - 02/24/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/27/2003 - 02/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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