Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Longobardi is a financial advisor in Braintree, Massachusetts. Paul has been in the industry since 1992 and is currently affiliated with Lincoln Investment. Paul is also associated with Capital Analysts as their Senior Director of Investments. Paul has also worked for TD Private Client Wealth LLC, BOFA Distributors, Inc., Fidelity Brokerage Services LLC, Fidelity Brokerage Services, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Paul is a Certified Financial Planner and holds Series 7, 24, 63 and 66 licenses. Paul specializes in providing investment advice to individuals and businesses. Paul is registered in several states.
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.
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
MA
11/02/2020 - Present
Lincoln Investment (Braintree MA)
MA
03/21/2016 - 08/30/2019
TD PRIVATE CLIENT WEALTH LLC (BOSTON MA)
MA
01/04/2007 - 03/22/2011
BOFA DISTRIBUTORS, INC. (BOSTON MA)
RI
09/24/1996 - 12/19/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/04/1993 - 04/26/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
10/14/1992 - 03/29/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/14/1992 - 03/29/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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