Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul William Kerbey is a financial advisor with Raymond James & Associates, Inc. located in Alpharetta, GA. Paul has been in the industry since February 27, 1996, and is registered with the state of Georgia. Paul has experience working with various clients, including individuals, businesses, insurance companies, and pension plans. The firm has a long history of providing financial advice to a wide range of clients, and Paul has built a strong reputation for his expertise in this field.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
02/13/2013 - Present
Raymond James & Associates, Inc. (ALPHARETTA GA)
GA
05/30/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ALPHARETTA GA)
GA
02/28/1996 - 06/04/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (DULUTH GA)
IA
Issued 02/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1996
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 06/15/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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