Unclaimed
Paul Mardoian is a financial advisor with Fairhaven Wealth Management, LLC. Paul has been in the industry since 1989, and has experience in both insurance and financial planning. Paul is a Certified Financial Planner and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Paul is a member of the National Association of Personal Financial Advisors. Fairhaven Wealth Management, LLC offers a variety of services to its clients, including financial planning, portfolio management, and retirement planning. The firm provides financial advice to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
04/24/2015 - Present
Fairhaven Wealth Management, LLC (GLENVIEW IL)
IL
01/22/2018 - 04/30/2019
TRIAD ADVISORS LLC (Glenview IL)
IL
02/27/2015 - 12/31/2017
TRIAD ADVISORS, INC. (Glenview IL)
IL
07/01/2009 - 02/27/2015
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GLENVIEW IL)
IL
09/29/2006 - 07/06/2009
QUESTAR CAPITAL CORPORATION (ITASCA IL)
IL
11/05/1997 - 10/02/2006
WATERSTONE FINANCIAL GROUP, INC. (OAK BROOK IL)
IL
10/31/1996 - 11/10/1997
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IL
01/22/1996 - 11/04/1996
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
MA
02/17/1989 - 01/29/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/17/1989 - 01/29/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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