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Paul Klukas

7 Years of Experience
Bolton, MA
BrokerSells Insurance

Paul Klukas is a registered investment advisor, based in Bolton, MA, with 7 years of industry experience.

Location

579 Main Street, Bolton, MA, 01740

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Paul works full-time as a Senior Project Manager at Siemens Energy and is an Investment Advisor Representative of Bolton Securities Corporation. He is also the owner and CEO of KAS Capital Corp, an entity created to operate securities, investment advisory, and insurance businesses, spending minimal time on this activity. Paul also co-owns rental properties managed by his spouse.

Employment History
Current Registrations
Bolton Global CapitalBroker
September 2018 - Present · 7 yrs 8 mos
Bolton Global Asset Management
August 2018 - Present · 7 yrs 9 mos
State Registrations11 states
AZCAFLIDMANCPASCVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Paul Klukas - Financial Advisor | TrueAdvisor