Paul KalickiCRD Number: 1975950
Current Firm: Signator Investors, Inc.
Paul Kalicki (CRD# 1975950) is an Investment Advisor Representative working at Signator Investors, Inc. in Overland Park, KS and has over 28 years of experience in the finance industry.
Nextgen Wealth, LLC
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Searcy Financial Services, Inc.
|Signator Investors, Inc.||Boston, MA||Jun 1989 - Current||28|
|John Hancock Mutual Life Insurance Company||Overland Park, KS||Jan 1989 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV