Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kielar Keblish is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been in the industry since 2004 and holds registrations in multiple states including Connecticut and Texas. Paul's career includes prior roles at Deloitte & Touche Corporate Finance LLC, Bear, Stearns & Co. Inc. and Dean Witter Reynolds Inc.. Paul has passed the Series 7, Series 24, Series 63 and Series 66 exams.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CT
01/25/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENWICH CT)
IL
05/14/2004 - 09/07/2005
DELOITTE & TOUCHE CORPORATE FINANCE LLC (CHICAGO IL)
NY
09/20/1996 - 06/14/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/03/1995 - 09/07/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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