Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Provost has been in the financial services industry since May 1993. Paul is currently registered with Osaic Institutions, Inc. Paul is a Certified Financial Planner (CFP) and has a variety of experience in the financial services industry. Paul also serves as a board member for the Concord Boys and Girls Club and manages Meredith Village Savings Bank's investment services. In addition, Paul is the President of NH Trust, which manages investment portfolios. Paul has a broad range of experience working with individuals, families, businesses, and charitable organizations.
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.
Solicitation services for other advisers
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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NH
10/01/2002 - Present
Osaic Institutions, Inc. (CONCORD NH)
MA
09/05/2000 - 10/07/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
04/27/1999 - 08/02/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
04/08/1993 - 04/15/1999
FIS SECURITIES, INC. (BOSTON MA)
ME
10/13/1994 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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