Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Klukas is a financial advisor with Bolton Securities Corp. Paul is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative, with Series 7 and Series 63 licenses. Paul is also a registered investment advisor representative. Paul has been in the financial services industry since 2018 and has a strong track record of providing financial advice to a wide range of clients. Paul specializes in providing financial planning, portfolio management, and pension consulting services. Paul is committed to providing his clients with personalized financial advice that meets their individual needs. Paul believes that financial planning is an essential part of achieving long-term financial success.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
08/07/2018 - Present
Bolton Securities Corp. (BOLTON MA)
BC
Issued 10/23/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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