Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Henry is a financial advisor with over 28 years of experience in the financial services industry. Paul is currently registered with LPL Financial LLC as a registered representative. Paul has previously been registered with Citizens Securities, Inc., LPL Financial Corporation, IFMG Securities, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Paul holds a Series 63, Series 65, Series 7 and SIE license and is also a Certified Financial Planner. Paul's firm, LPL Financial LLC, has over $50 billion in assets under management and has been providing financial advice to individuals, families, and businesses for over 40 years.
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
05/03/2017 - Present
LPL Financial LLC (AUBURNDALE MA)
MA
11/10/2009 - 04/10/2017
CITIZENS SECURITIES, INC. (NEWTON MA)
MA
05/27/2008 - 11/02/2009
LPL FINANCIAL CORPORATION (NATICK MA)
MA
04/11/2008 - 05/27/2008
IFMG SECURITIES, INC. (FRAMINGHAM MA)
MA
02/14/1995 - 03/25/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
MN
02/14/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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