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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 Kelley is a financial advisor with Fidelity Personal And Workplace Advisors. Paul has been in the financial industry since 2018 and holds a Series 7, 6, 63, and 66 licenses. Paul is registered to provide advisory services in Kentucky and Texas, and is currently licensed in 52 states. Paul has over 10 years of experience in the financial services industry. Paul specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Fidelity Personal And Workplace Advisors is a large firm with $1 billion to $10 billion in assets under management. The firm provides a variety of advisory services, including financial planning, portfolio management, and educational seminars.
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.
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.
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2
KY
01/10/2024 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
01/11/2019 - 05/04/2019
W&S BROKERAGE SERVICES, INC. (CRESTVIEW HILLS KY)
BOTH
Issued 01/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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