Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kilday is an investment advisor representative registered with Lincoln Investment. Paul has been in the industry since 2012 and has experience in both investment advisory and brokerage services. Paul is currently registered in California, Florida, Massachusetts and Rhode Island. Paul also holds FINRA Series 6, 7, 63, and 65 licenses. Paul is a member of the firm's wealth management team and has a strong track record of providing investment advice and services to individuals and families. Paul is a passionate advocate for his clients' financial well-being and is committed to helping 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.
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.
1
2
PA
05/03/2022 - Present
Lincoln Investment (Fort Washington PA)
MA
03/31/2015 - 07/20/2022
PARK AVENUE SECURITIES LLC (BOSTON MA)
MA
04/09/2012 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (BOSTON MA)
IA
Issued 07/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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