Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kapur is a financial advisor with Raymond James Financial Services Advisors, Inc. Paul has been in the financial industry since 2001 and holds licenses in 15 states. Paul's professional experience includes previous roles at Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Paul specializes in working with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Paul provides a range of services including financial planning, portfolio management, and retirement 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MA
06/15/2016 - Present
Raymond James Financial Services Advisors, Inc. (NEWTON LOWER FALLS MA)
MA
04/27/2010 - 02/26/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MA
10/23/2009 - 04/20/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
09/07/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
RI
01/31/2001 - 09/21/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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