Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kiefer is a financial advisor with Capital A Wealth Management. Paul has been in the financial services industry since 1973 and has experience working with individuals, families, and businesses. Paul is a Certified Financial Planner™ professional and holds the Series 7, Series 63, and Series 24 licenses. Paul works with clients on a variety of financial planning needs, including retirement planning, investment management, and insurance. Paul is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
OH
02/08/2024 - Present
Capital A Wealth Management (CANFIELD OH)
OH
09/12/2014 - 01/25/2024
STONEX SECURITIES INC. (CANFIELD OH)
OH
01/02/1991 - 09/12/2014
WRP INVESTMENTS, INC. (CANFIELD OH)
NA
09/16/1988 - 01/04/1991
AMERICAN CAPITAL EQUITIES, INC.
GA
05/25/1984 - 09/29/1988
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
04/24/1973 - 06/27/1984
IDS LIFE INSURANCE COMPANY
NA
04/24/1973 - 06/27/1984
IDS MARKETING CORPORATION
NA
04/24/1973 - 06/27/1984
IDS/AMERICAN EXPRESS INC.
BC
Issued 02/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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