Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul J. Phelan is a financial advisor with World Investment Advisors, LLC, an investment firm with offices in Santa Barbara, CA. Paul J. Phelan has been in the financial services industry since June 2002. Paul J. Phelan has a Series 7, 6, 63 and 65. Paul J. Phelan is also a Certified Financial Planner.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
10/31/2022 - Present
World Investment Advisors, LLC (Rockville MD)
MD
09/12/2014 - 09/11/2020
LPL FINANCIAL LLC (ROCKVILLE MD)
MD
03/18/2011 - 09/12/2014
FINANCIAL TELESIS INC (ROCKVILLE MD)
MD
01/07/2004 - 03/28/2011
NEW ENGLAND SECURITIES (ROCKVILLE MD)
MA
02/15/2002 - 09/16/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/15/2002 - 09/16/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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