Unclaimed
Paul Ernest Hebert is a financial advisor with MAI Capital Management, LLC, an SEC Registered Investment Advisor. Paul has been working in the financial industry since 1996 and has experience in both the brokerage and investment advisory industries. He has a wide range of experience serving individuals, businesses, trusts, estates, and non-profit organizations. Paul is a Registered Representative in the State of New Hampshire and is also licensed to provide financial advice in several other states. Paul has achieved the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
NH
11/30/2017 - Present
MAI Capital Management, LLC (Lyndeborough NH)
FL
05/24/1996 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
BOTH
Issued 10/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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