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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 Jervey is a financial advisor with over 10 years of experience in the industry. He joined Great Valley Advisor Group, Inc. in 2018, bringing with him a diverse range of experience from previous roles at Edward Jones and Securian Financial Services. Paul is dedicated to providing personalized financial advice and portfolio management for individuals, families, and businesses. Paul holds a variety of licenses and certifications, including the Series 6, 7, 63 and 65, and specializes in financial planning, portfolio management, and consulting services.
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.
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.
Consulting services
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
DE
10/26/2018 - Present
Great Valley Advisor Group, Inc. (Wilmington DE)
DE
03/12/2012 - 10/22/2018
EDWARD JONES (WILMINGTON DE)
DE
08/21/2009 - 02/22/2012
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
IA
Issued 12/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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