Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Fitzpatrick is a financial advisor in Gardner, Massachusetts. Paul has been in the financial services industry since 1986. Paul is currently registered with LPL Financial LLC, and Northeast Planning Associates, Inc. Paul has a diverse background in the financial services industry, having previously worked with Money Concepts Capital Corp, PEBSCO Securities Corp, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and American Express Financial Advisors Inc. Paul offers a range of services to individuals, businesses and institutions, including financial planning, investment management, and insurance services.
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.
1
2
MA
10/13/2023 - Present
LPL Financial LLC (GARDNER MA)
FL
03/22/1994 - 04/24/1996
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
OH
01/10/1991 - 03/01/1994
PEBSCO SECURITIES CORP. (COLUMBUS OH)
NY
10/11/1988 - 12/19/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
01/22/1986 - 10/29/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 04/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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