Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Simons is a financial advisor based in Boston, Massachusetts. Paul is registered with the state of Massachusetts as an Investment Advisor Representative. Paul is affiliated with Purefi Wealth, LLC and has been in the industry since 1988. Prior to joining Purefi Wealth, LLC, Paul was a financial advisor at Boston Private Wealth. Paul has experience working with high-net-worth individuals, corporations, and charitable organizations. Paul provides financial planning, portfolio management, and selection of other advisors. Paul also provides financial education and literacy services through Centsai Inc.
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.
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
11/15/2023 - Present
Purefi Wealth, LLC (BOSTON MA)
NY
06/19/2017 - 11/13/2018
SEAPORT GLOBAL SECURITIES LLC (NEW YORK NY)
IL
01/18/2013 - 09/09/2013
DITTO TRADE, INC. (CHICAGO IL)
NY
10/16/2006 - 07/29/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
04/19/1988 - 09/19/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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