Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Heyman is a financial advisor with over 20 years of experience in the industry. Paul is registered with both the state of Connecticut and the Financial Industry Regulatory Authority (FINRA) as a broker-dealer and investment advisor representative. Paul currently works with Excel Wealth Management, LLC, an independent investment advisor firm. Paul holds the Series 6, 7, 63, and 65 licenses, along with the Securities Industry Essentials (SIE) exam. Paul's specializations include retirement planning, college savings, and long-term care. Paul provides financial planning, investment advisory services, and wealth management services to individuals, families, and businesses. Paul is committed to providing personalized financial advice to help clients 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.
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
CT
02/25/2019 - Present
Excel Wealth Management, LLC (MANCHESTER CT)
CT
02/04/2009 - 11/08/2016
MSI FINANCIAL SERVICES, INC. (GLASTONBURY CT)
MA
06/05/2003 - 02/02/2009
MML INVESTORS SERVICES, INC. (HADLEY MA)
CT
03/14/1994 - 08/16/1996
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 05/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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