Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lefevre is a financial advisor with Redwood Private Wealth, with over 20 years of experience in the industry. He is a registered Investment Advisor in Massachusetts and holds Series 7, 24, 55, 63 and 66 licenses. Paul is committed to providing comprehensive financial planning and portfolio management services to individual clients and corporations. He is also a licensed insurance agent and owns and operates Snug Harbor Financial & Insurance Services, DBA Retirement Income USA.
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.
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.
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MA
07/26/2023 - Present
Redwood Private Wealth (ROCKLAND MA)
MA
03/30/2012 - 05/01/2014
GRADIENT SECURITIES, LLC (ROCKLAND MA)
MA
01/25/2010 - 04/11/2012
DAVINCI CAPITAL MANAGEMENT INC. (CAMBRIDGE MA)
NV
05/02/2008 - 01/02/2009
BRIGHT TRADING, LLC (HENDERSON NV)
MA
03/21/2005 - 03/06/2006
STONE SECURITIES CORPORATION (BOSTON MA)
MA
01/01/2005 - 03/07/2005
STONE SECURITIES CORPORATION (BOSTON MA)
MA
01/21/2003 - 03/12/2003
FIREFLY CAPITAL, INC. (BOSTON MA)
MA
03/30/2000 - 09/04/2002
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
MA
06/12/1992 - 03/30/2000
STONE SECURITIES CORPORATION (BOSTON MA)
IA
Issued 06/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1996
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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