Unclaimed
Paul Couture is a financial professional with over 40 years of experience in the financial services industry. He currently works as a Registered Representative and Investment Advisor Representative with Grove Point Advisors, LLC. Paul has experience in various financial services and holds designations such as Chartered Financial Consultant. Prior to working at Grove Point Advisors, LLC, Paul worked for several other firms including LPL Financial LLC and Lincoln Financial Securities Corporation. Paul is registered to provide financial advice in multiple states across the country and is committed to providing comprehensive financial planning and portfolio management services to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
MA
12/20/2023 - Present
Grove Point Advisors, LLC (Millbury MA)
MA
02/27/2009 - 05/31/2011
LPL FINANCIAL LLC (SOUTHBOROUGH MA)
MA
01/30/2006 - 02/27/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (WORCESTER MA)
NY
03/09/1978 - 02/28/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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