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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Games is a financial advisor with over 40 years of experience. Paul is a registered representative with Osaic Wealth, Inc. and is licensed in multiple states including Massachusetts, Texas, California, Delaware, Florida, Maine, New Hampshire, New York, Pennsylvania, Rhode Island, and Virginia. Paul is a Certified Financial Planner and a Chartered Financial Consultant. Paul is a strong advocate for his clients and focuses on providing them with comprehensive financial planning and wealth management services. Paul has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals. Paul also has experience in providing investment advice for charitable organizations, pension and profit-sharing plans, and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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MA
06/14/2024 - Present
Osaic Wealth, Inc. (NEWBURYPORT MA)
MA
03/31/2009 - 06/14/2024
SECURITIES AMERICA, INC. (NEWBURYPORT MA)
MA
02/23/1984 - 04/03/2009
SIGNATOR INVESTORS, INC. (ANDOVER MA)
MA
02/23/1984 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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