Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bertrand is a financial advisor at Impact Partnership Wealth, LLC. Paul has been in the financial industry since 1993. Paul is registered as an Investment Advisor Representative (IAR) in Massachusetts. Impact Partnership Wealth, LLC is a firm that provides financial planning and investment management services to individuals, high net worth individuals, and businesses. Paul is also the President of Lighthouse Wealth Management, LLC, which provides insurance and investment sales services. Paul has a Series 6, Series 63, and Series 65 licenses and the SIE exam. Paul specializes in retirement planning, investment management, and financial planning.
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.
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
09/25/2023 - Present
Impact Partnership Wealth, LLC (Lunenburg MA)
OH
01/16/2001 - 06/15/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
AZ
04/29/1998 - 06/09/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
03/25/1996 - 11/10/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
03/13/1995 - 04/02/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/13/1995 - 04/02/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IN
04/25/1994 - 02/23/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/25/1994 - 02/23/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NE
05/12/1993 - 04/15/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 08/30/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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