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Paul Edward Kadesch is an investment advisor representative with Bleakley Financial Group, LLC. Paul has been in the industry since January 17, 2010. Paul has several licenses and registrations including Series 6, 7, 63 and 65, as well as registrations in Arizona, Florida, Georgia, Michigan, Minnesota, New Jersey, New York, Texas and Virginia. Paul is a financial advisor providing investment advice and financial planning services through Bleakley Financial Group, LLC. Paul is also registered as an investment advisor representative with LPL Financial, LLC.
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.
Non-investment consulting/implementation services
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.
1
2
MI
06/22/2022 - Present
Bleakley Financial Group, LLC (Birmingham MI)
MI
01/18/2010 - 03/29/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
IA
Issued 06/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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