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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 a financial advisor at Transamerica Retirement Advisors, LLC in Grantsville, Utah. Paul has been in the financial industry since 2000 and has experience with a variety of firms including Fidelity Brokerage Services LLC and Farmers Financial Solutions, LLC. Paul is licensed to provide financial advice in 52 states and is a registered representative of FINRA and the state of Utah. Paul has passed multiple securities exams, including the Series 7, Series 63 and Series 66 exams.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
UT
12/09/2015 - Present
Transamerica Retirement Advisors, LLC (Grantsville UT)
UT
03/22/2005 - 11/10/2015
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
CA
02/17/2004 - 04/02/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
CA
10/07/2002 - 12/31/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
MN
02/29/2000 - 09/28/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/29/2000 - 09/28/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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