Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kenneth Mutch is an Investment Advisor Representative at Windrose Advisors LLC, with over 20 years of experience in the industry. Paul has a proven track record of success in providing financial advice to clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Paul holds the Series 6, 7, 63 and 65 licenses and is a Chartered Financial Consultant. In addition to his work at Windrose Advisors, Paul is also a Trustee of the USS Constitution Museum and is involved in various community activities. Paul provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
05/25/2022 - Present
Windrose Advisors LLC (WALTHAM MA)
VT
12/07/1999 - 12/01/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
03/23/1999 - 12/06/1999
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NJ
12/02/1996 - 03/02/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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