Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Joseph Higgins is a financial professional with over 20 years of experience in the industry. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Paul is currently registered with Heritage Financial Services, LLC in Westwood, Massachusetts and previously worked at Investcorp, Inc., NFP Advisor Services, LLC, Tower Square Securities, Inc., Signator Investors, Inc., AIG Equity Sales Corp., Sun Life of Canada (U.S.) Distributors, Inc. and Penn Mutual Equity Services, Inc.. Paul offers a variety of financial services including financial planning, educational seminars, selection of other advisers, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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MA
10/24/2017 - Present
Heritage Financial Services (WESTWOOD MA)
MA
01/05/2016 - 10/09/2017
INVESTACORP, INC. (DEDHAM MA)
MA
05/09/2006 - 12/31/2015
NFP ADVISOR SERVICES, LLC (NEEDHAM MA)
CA
04/23/2004 - 03/22/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
02/14/2002 - 03/31/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
07/25/2001 - 10/01/2001
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
11/07/1994 - 06/20/2001
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
PA
01/19/1989 - 12/18/1991
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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