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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Charles Hill Jr is an active Registered Investment Advisor and Broker. He is registered in 10 states and has been working in the industry since September 4, 1989. Paul Charles Hill Jr is currently employed by Osaic Institutions, Inc. and has been with the firm since October 29, 2009. Paul Charles Hill Jr has a long history in the financial industry and is knowledgeable about financial planning, pension consulting, educational seminars, and portfolio management.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
MA
10/29/2009 - Present
Osaic Institutions, Inc. (WELLESLEY MA)
RI
08/18/2008 - 08/17/2009
TD AMERITRADE, INC. (PROVIDENCE RI)
RI
03/08/2006 - 08/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
CT
03/04/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
RI
12/17/2002 - 03/15/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MO
09/24/1992 - 12/04/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/20/1989 - 09/17/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 07/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/11/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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