Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Martins is a Boston-based financial professional with over 35 years of experience in the financial services industry. Paul has been registered with WFS, LLC since 2003. Paul has previously worked with several other firms including John Hancock Distributors, Inc. Paul holds the Series 63, Series 27, Series 99TO, and SIE licenses. Paul is registered in Massachusetts.
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.
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.
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2
MA
02/10/2003 - Present
WFS, LLC (BOSTON MA)
MA
11/20/1996 - 03/05/2002
STANDISH FUND DISTRIBUTORS, L.P. (BOSTON MA)
NY
07/23/1993 - 03/24/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
02/05/1993 - 07/22/1993
JOHN HANCOCK BROKER DISTRIBUTION SERVICES, INC. (BOSTON MA)
MA
12/02/1983 - 07/22/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1983
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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