Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Girard is a financial advisor with over 26 years of experience in the financial services industry. Paul is currently registered with Janney Montgomery Scott LLC and has been with the firm since May 2021. Prior to that, Paul was with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Paul is registered to provide investment advice and securities transactions in 30 states. Paul holds Series 7, 63, and 65 licenses and has also obtained the Securities Industry Essentials Examination (SIE) license. Paul offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MA
05/27/2021 - Present
Janney Montgomery Scott LLC (DANVERS MA)
MA
01/01/2008 - 06/01/2021
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY MA)
MA
07/08/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOSTON MA)
NY
03/17/1995 - 07/24/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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