Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Litchfield is a financial advisor with Claro Advisors, LLC based in Boston, MA. Paul is registered with the state of California, Connecticut, and Massachusetts. Paul has been in the financial industry since 2011. Paul is also a licensed insurance producer in Massachusetts and a board member for the Miss Massachusetts Scholarship Foundation, the University of Massachusetts Lowell Accounting Advisory Board, and Ferris Capital.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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MA
03/26/2018 - Present
Claro Advisors, LLC (BOSTON MA)
MA
08/21/2013 - 03/03/2014
PURSHE KAPLAN STERLING INVESTMENTS (MARLBOROUGH MA)
MA
10/03/2011 - 07/24/2013
MORGAN STANLEY (BOSTON MA)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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