Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kevin O'Brien is a financial advisor with over 35 years of experience in the industry. Paul has a strong background in providing investment advice and wealth management services to individuals and businesses. Paul is registered with Wells Fargo Clearing Services, LLC and has been with them since 2008. Prior to that, Paul worked at A. G. EDWARDS & SONS, INC. Paul holds several professional designations, including Certified Financial Planner. Paul is a highly qualified and experienced advisor who can provide comprehensive financial planning and investment management services to meet your needs.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NH
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (PORTSMOUTH NH)
NH
08/20/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTSMOUTH NH)
IA
Issued 04/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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