Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Holjes is a financial advisor with over 20 years of experience in the industry. Paul has held positions with several firms, including Morgan Stanley, MetLife Securities, and LPL Financial. Paul is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Paul provides a variety of services including financial planning, wealth management, and asset management. Paul's expertise is focused on providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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2
CT
07/14/2022 - Present
Kestra Advisory Services, LLC (Hartfod CT)
CT
05/30/2012 - 03/19/2018
LPL FINANCIAL LLC (HARTFORD CT)
CT
11/10/2010 - 06/12/2012
METLIFE SECURITIES INC. (GLASTONBURY CT)
CT
06/01/2009 - 11/18/2010
MORGAN STANLEY SMITH BARNEY (HARTFORD CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARTFORD CT)
CT
06/29/2004 - 04/02/2007
MORGAN STANLEY DW INC. (HARTFORD CT)
CT
06/21/2002 - 06/25/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
NY
01/27/1999 - 06/25/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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