Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Thieleke is a financial advisor with Carter, Terry & Company, Inc. based in Atlanta, GA. Paul has been working in the financial industry since 1994. Paul is a Series 63, Series 7, Series 8, Series 9 and Series 10 licensed professional. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and with the states of Florida, Georgia, Illinois, Iowa, Michigan, New Jersey, New York, Pennsylvania and Wisconsin. Prior to joining Carter, Terry & Company, Inc., Paul was with JHS CAPITAL ADVISORS, LLC and PAULSON INVESTMENT COMPANY, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
06/25/2013 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
GA
04/10/2012 - 06/25/2013
JHS CAPITAL ADVISORS, LLC (ATLANTA GA)
GA
12/09/1994 - 04/11/2012
PAULSON INVESTMENT COMPANY, INC. (ATLANTA GA)
CO
08/04/1994 - 12/12/1994
SCHNEIDER SECURITIES, INC. (DENVER CO)
NY
02/17/1994 - 08/17/1994
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
BC
Issued 02/22/1994
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 03/19/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Thieleke is the right advisor for you? Invested Better is here to help.
