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 over 40 years of experience in the financial services industry. Paul is registered with Osaic Wealth, Inc. and has held previous registrations with several other firms, including KEOGLER, MORGAN & COMPANY, INC. and FSC SECURITIES CORPORATION. Paul is a CERTIFIED FINANCIAL PLANNER™ professional, and has Series 1, 7, 8, 9, 10, 63, and SIE licenses. Paul offers a variety of financial planning and investment management services to individual clients, corporations, and pension and profit-sharing plans. Paul's experience and expertise make him a valuable resource for clients seeking to achieve their financial goals.
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
01/28/2025 - 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 05/19/1982
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 11/08/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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