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Paul Hellman

Missionsquare Retirement

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About Paul Hellman

Paul Hellman is a financial advisor with Missionsquare Retirement, a firm with offices in Washington, DC and Forest Hills, NY. Paul has been in the financial services industry since 2014, working previously at Northwestern Mutual Investment Services, LLC and NYLIFE Securities LLC. Paul is a Certified Financial Planner and holds the Series 6, 7TO, SIE, and 63 licenses. Paul is registered with the state of New York and is an active member of the Financial Industry Regulatory Authority (FINRA). Paul specializes in providing financial advice to individuals, insurance companies, and high-net-worth individuals.

Firm Information

Paul Hellman is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Hellman’s Registration & Firm History

DC

07/19/2023 - Present

Missionsquare Retirement (WASHINGTON DC)

NY

03/23/2022 - 07/06/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NY

02/08/2018 - 12/27/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NY

08/19/2014 - 01/23/2018

NYLIFE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2014

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 Hellman.
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