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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 Kelly, a financial advisor with Osaic Wealth, Inc. is a seasoned professional in the financial services industry, with a career spanning over two decades. Paul is a registered investment advisor in both Virginia and North Carolina. Paul's commitment to his clients' financial success is evident in his experience working with a diverse clientele, including individuals, families, businesses, and charitable organizations. His extensive background includes roles with various firms such as Independent Financial Group, LLC, National Planning Corporation, and VOYA Financial Advisors, Inc.
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.
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VA
09/30/2022 - Present
Osaic Wealth, Inc. (RICHMOND VA)
VA
10/31/2017 - 09/19/2022
INDEPENDENT FINANCIAL GROUP, LLC (RICHMOND VA)
VA
04/17/2015 - 11/06/2017
NATIONAL PLANNING CORPORATION (RICHMOND VA)
VA
02/20/2015 - 04/16/2015
VOYA FINANCIAL ADVISORS, INC. (RICHMOND VA)
VA
01/10/2012 - 02/18/2015
CETERA INVESTMENT SERVICES LLC (MECHANICSVILLE VA)
VA
10/14/2011 - 01/19/2012
ALLSTATE FINANCIAL SERVICES, LLC (ASHLAND VA)
TN
04/13/2010 - 11/29/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MA
10/20/2009 - 04/12/2010
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
IN
09/17/2009 - 10/12/2009
KEY INVESTMENT SERVICES LLC (KOKOMO IN)
CT
09/11/2002 - 09/17/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MD
02/06/2002 - 08/20/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 11/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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