Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Kolpin is a financial advisor with Edward Jones. Paul has been in the industry since October 1997 and has worked at Edward Jones since November 1999. He holds the Series 6, 7, 63 and 66 licenses. Paul has over 20 years of experience in the financial services industry and is committed to providing personalized financial advice to his clients.
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.
See schedule d - miscellaneous
1
2
IA
12/10/2018 - Present
Edward Jones (GRINNELL IA)
IA
12/08/1998 - 12/07/1999
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
10/27/1997 - 12/08/1998
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC. (WEST DES MOINES IA)
TX
04/23/1996 - 05/14/1996
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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