Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Corley is a financial advisor with Osaic Wealth, Inc. located in Louisville, Kentucky. Paul has been in the industry since June 26, 1974. Paul is registered in Kentucky and Indiana as an investment advisor representative (IAR), and also in Florida as an IAR and a registered representative (RR). Paul holds the Series 63, Series 7TO, Series 9, Series 10, Series 1, and Series 8 exams. Paul has also earned the Certified Financial Planner designation. Paul previously worked at Keogler, Morgan & Company, Inc., FSC Securities Corporation, Marion Bass Securities Corporation, and Western Reserve Financial Services Corp.
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.
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.
1
2
KY
07/08/2011 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
GA
11/21/1988 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
04/23/1985 - 11/29/1988
FSC SECURITIES CORPORATION
NA
06/18/1979 - 04/22/1985
MARION BASS SECURITIES CORPORATION
NA
06/27/1974 - 07/21/1979
WESTERN RESERVE FINANCIAL SERVICES CORP
BC
Issued 5/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/8/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/24/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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