Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Wong is a financial advisor with over 27 years of experience in the financial industry. Paul is currently registered with Lasalle St. Investment Advisors, LLC, where he is a registered representative and investment advisor representative in several states, including California, Florida, Maine, Massachusetts, and New York. Paul has a strong background in securities, options, and commodities, having passed the Series 3, 4, 7, 24, 63, and 65 examinations. He also holds the designation of Certified Financial Planner. Paul has previously worked at Maclaren Securities, Inc. and Saperston Financial Inc. Paul is a trusted advisor for individuals, families, corporations, and institutions, providing 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.
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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2
MA
10/24/2024 - Present
Lasalle ST. Investment Advisors, LLC (Wesstwood MA)
MA
07/19/1996 - 12/20/1997
MACLAREN SECURITIES, INC. (MARBLEHEAD MA)
NY
07/10/1997 - 10/16/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
IA
Issued 01/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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