Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Fetter is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide investment advice in Kentucky and Indiana. Paul has a strong background in accounting and tax preparation, and he is also a licensed insurance agent. Paul has a wide range of experience serving clients from high-net-worth individuals to pension and profit-sharing plans, and provides services such as financial planning, portfolio management, and investment education.
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
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2
KY
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (PEWEE VALLEY KY)
IA
Issued 09/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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