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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 Kingston is an Investment Advisor Representative at Alvin Clay Financial Advisors, LLC. Paul has been in the financial services industry since 1998 and has held a variety of roles at several firms, including LPL Financial LLC, Citigroup Global Markets Inc. and First Union Brokerage Services, Inc. Paul is a registered investment advisor in Pennsylvania.
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.
Advisory 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
PA
01/14/2025 - Present
Alvin Clay Financial Advisors, LLC (JENKINTOWN PA)
PA
08/06/2010 - 05/02/2017
LPL FINANCIAL LLC (MALVERN PA)
PA
12/17/2007 - 05/06/2010
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
MO
03/22/2004 - 12/31/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CA
06/18/2001 - 04/08/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
PA
11/23/1998 - 05/24/2001
PENN SECURITIES, INC. (WYOMISSING PA)
NC
05/06/1998 - 11/12/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
03/10/1998 - 10/21/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
BOTH
Issued 12/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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