Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Habib is a financial advisor with Eagle Strategies LLC. Paul Michael Habib has been in the financial services industry since August 31, 2012. Paul Michael Habib is a registered investment advisor representative in Massachusetts and Texas. Paul Michael Habib also holds the Series 7, Series 63, Series 66, and SIE licenses. Paul Michael Habib is also a registered representative of Eagle Strategies LLC. Paul Michael Habib provides financial planning and investment management services to individuals, families, and businesses. Paul Michael Habib has experience working at EZE Castle Transaction Services LLC and NYLIFE Securities LLC. Paul Michael Habib also has experience with New York Life Insurance Company.
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.
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.
1
2
MA
05/01/2018 - Present
Eagle Strategies LLC (DANVERS MA)
MA
07/27/2012 - 02/02/2016
EZE CASTLE TRANSACTION SERVICES LLC (BOSTON MA)
BOTH
Issued 12/4/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/3/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Habib is the right advisor for you? Invested Better is here to help.
