Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony La greca is an active advisor at LPL Financial LLC with over 20 years of experience in the industry. Paul has been registered as a broker with the firm since October 2008. Prior to that, Paul was registered with Edward Jones. Paul is licensed in 24 states, including Massachusetts, Texas, and California. Paul has passed a number of exams including Series 63, Series 66, Series 7, Series 24 and SIE. Paul's firm is a large firm with over $50 billion in assets under management. LPL Financial LLC provides a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
MA
01/06/2015 - Present
LPL Financial LLC (BEVERLY MA)
MA
04/15/2003 - 10/30/2008
EDWARD JONES (DANVERS MA)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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