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 O'Malley is a financial advisor with Osaic Wealth, Inc. Paul has been in the industry for over 10 years, and has experience working with individuals, businesses, and retirement plans. Prior to joining Osaic Wealth, Inc., Paul worked at Securian Financial Services, Inc., and SagePoint Financial, Inc. Paul is a Registered Representative and Investment Advisor Representative. He holds Series 7, Series 66, and SIE licenses. Paul is a dedicated professional who is committed to providing his clients with the highest level of service and expertise.
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
09/01/2023 - Present
Osaic Wealth, Inc. (WORCESTER MA)
MA
08/02/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRAINTREE MA)
MA
10/21/2020 - 08/19/2022
SECURIAN FINANCIAL SERVICES, INC. (Braintree MA)
BOTH
Issued 01/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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