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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Buckley is a financial advisor with USA Financial Securities LLC in Arlington, MA, and Ada, MI. Paul has been in the industry since 1999 and is registered in 9 states, including Connecticut, Florida, Georgia, Maine, Massachusetts, New Hampshire, North Carolina, Rhode Island, and New York. Paul specializes in providing financial planning, portfolio management for individuals and selection of other advisers for clients. Paul is a Chartered Financial Consultant (ChFC) and has earned Series 6, Series 7, and Series 63 licenses. Paul previously worked at Ameritas Investment Company, LLC and Compass Securities Corporation.
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.
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
MI
01/03/2025 - Present
USA Financial Securities LLC (ADA MI)
MA
09/02/2005 - 12/12/2022
AMERITAS INVESTMENT COMPANY, LLC (Arlington MA)
MA
01/05/2004 - 12/31/2004
COMPASS SECURITIES CORPORATION (BRAINTREE MA)
MA
12/06/2002 - 12/09/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
04/27/1999 - 12/06/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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