Paul Balog (CRD# 1006294) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Lady Lake, FL and has over 37 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chelsea Financial Services | Staten Island, NY | Oct 2018 - Current | 5 |
| Foresters Equity Services, Inc. | Palmharbor, FL | Aug 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- FL
- TX
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Total Assets Under Management101MILLIONS
-
Total Number of Accounts444ACCOUNTS
-
Average Account Value$227,482
- 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
- Selection of other advisers (including private fund managers)
AR, CA, FL, LA, MA, MD, MO, NC, NJ, NY, OR, PA, SC, TX, WA
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