Paul Michael Balog

Employer firm

Chelsea Advisory Services, Inc CRD 150791

$147M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 10/2018
  Foresters Equity Services, Inc
  Palmharbor, FL
• 10/2018 → Present
  Chelsea Financial Services
  Staten Island, NY

Previous Registrations

• 2013-09-05 → 2018-11-01
  Foresters Equity Services, Inc.
  Palm Harbor, FL
  Ocala, FL
  Tarpon Springs, FL
• 2012-09-14 → 2013-08-30
  Colorado Financial Service Corporation
  Ponte Vedra, FL
  Palm Harbor, FL
  Palm Harbor, FL
  Centennial, CO
• 2012-03-20 → 2012-06-20
  Brookstone Securities, Inc.
  Palm Harbor, FL
  Lakeland, FL
  Lafayette, LA
  Praire Du Sac, WI
  Westfield, IN
  Safety Harbor, FL
  Jackson, TN
  Boca Raton, FL
  Boca Raton, FL
  Palm Harbor, FL
  Bentonville, AR
  Louisville, KY
  Ormond Beach, FL
  Wilmington, DE
  Lakeland, FL
  Arlington Heights, IL
  Crystal River, FL
  Evansville, IN
  Montgomery, AL
  Bismarck, ND
  Dublin, OH
• 2005-02-02 → 2005-04-12
  Archer Alexander Securities Corporation
  New Port Richey, FL
• 2002-09-10 → 2003-04-08
  Invest Financial Corporation
  Tampa, FL

Other Businesses

LIFE BROKERAGE - INSURANCE; AGENT; FIXED ANNUITIES; COMMISSION BASED COMPENSATION-LESS THAN 5 HRS COLONIAL LIFE - INSURANCE; AGENT; FIXED ANNUITIES; COMMISSION BASED COMPENSATION-APPROXIMAELY 15 HRS PER WEEK

Exams

• S66 Uniform Combined State Law Examination
  2012-03-12
• S65 Uniform Investment Adviser Law Examination
  2000-10-07
• S63 Uniform Securities Agent State Law Examination
  1987-03-13