Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Eugene Paul is a financial advisor with over 40 years of experience in the industry. Martin is registered with Cetera Investment Advisers LLC and Bright Futures Wealth Management, LLC. Martin provides a range of financial services including financial planning, portfolio management, and insurance and annuities. Martin works with a wide range of clients, including individuals, families, businesses, and charitable organizations.
SOUTH EASTON, MA
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (SOUTH EASTON MA)
OH
12/17/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
WI
05/21/1997 - 12/16/1999
SII INVESTMENTS, INC. (APPLETON WI)
FL
01/25/1994 - 05/16/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MD
03/29/1994 - 09/09/1994
BANNER FINANCIAL SERVICES GROUP (ROCKVILLE MD)
NH
05/09/1990 - 12/31/1993
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
02/18/1986 - 07/25/1989
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
09/28/1984 - 02/05/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
07/05/1974 - 09/17/1984
JOHN HANCOCK DISTRIBUTORS, INC.
NA
07/05/1974 - 09/17/1984
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 1/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/29/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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