linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Heffernan

P.j. Robb Variable, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Heffernan

Paul Heffernan is a registered representative with P.j. Robb Variable, LLC. Paul has been in the financial services industry since 2000 and holds Series 6, 63, 65, and SIE licenses. Paul has previously worked for Rafferty Capital Markets, LLC, AIG SunAmerica Capital Services, Inc., MFS/Sun Life Financial Distributors, Inc., IFMG Securities, Inc., and Keyport Financial Services Corp.

Firm Information

Paul Heffernan is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Heffernan’s Registration & Firm History

PA

02/07/2023 - Present

P.j. Robb Variable, LLC (HARRISBURG PA)

MA

03/19/2007 - 06/03/2010

RAFFERTY CAPITAL MARKETS, LLC (BOSTON MA)

NJ

02/24/2005 - 01/03/2007

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

MA

08/16/2004 - 11/22/2004

MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

NY

03/05/2003 - 08/31/2004

IFMG SECURITIES, INC. (PURCHASE NY)

MA

08/23/2002 - 04/04/2003

MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

07/17/2000 - 01/29/2003

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

MA

06/28/1996 - 03/30/1999

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

Not sure if Paul Heffernan is right for you?

Licenses & Designations

BC

Issued 02/24/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/14/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/09/2022

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Heffernan.
Not sure if Paul Heffernan is right for you?