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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary William Paul is a financial advisor at LPL Financial LLC. He is a registered representative with FINRA and the Securities Industry Essentials (SIE) exam, General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). Gary William Paul has been a financial advisor for 18 years and has experience in providing investment advice to individuals, businesses, and retirement plans. He holds licenses in multiple states. Gary William Paul previously worked at Ameriprise Financial Services, Inc. and Lincoln Financial Advisors. Gary William Paul is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
CT
01/23/2025 - Present
LPL Financial LLC (Wethersfield CT)
CT
11/03/2005 - 05/30/2014
AMERIPRISE FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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