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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 Kinkelaar is a financial advisor with over 34 years of experience in the financial services industry. Paul is a Certified Financial Planner™ professional and is registered with Wells Fargo Advisors Financial Network, LLC. Paul specializes in working with high-net-worth individuals, corporations, and charitable organizations. Paul has a strong track record of providing personalized financial advice and investment management services to his clients. Paul's services include investment planning, retirement planning, estate planning, and tax planning. Paul is committed to providing his clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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HI
09/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Honolulu HI)
CA
02/17/2017 - 09/07/2023
WELLS FARGO CLEARING SERVICES, LLC (ROLLING HILLS ESTATES CA)
CA
10/23/2009 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
07/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN PEDRO CA)
CA
06/02/1992 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
09/07/1991 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
05/08/1989 - 11/15/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/25/1988 - 12/13/1988
PILGRIM DISTRIBUTORS CORP.
IA
Issued 09/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1989
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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