Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Richard Buckley is an investment advisor representative with Osaic Wealth, Inc. Paul has been in the financial services industry since 1987 and has held a variety of roles at different firms, including SAGEPOINT FINANCIAL, INC., MML INVESTORS SERVICES, LLC, and MSI FINANCIAL SERVICES, INC. Paul specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Paul is registered to provide investment advice in Arizona, California, Colorado, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Vermont, Virginia, and West Virginia.
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.
1
2
ME
09/01/2023 - Present
Osaic Wealth, Inc. (PORTLAND ME)
ME
10/09/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PORTLAND ME)
ME
03/25/2017 - 10/13/2020
MML INVESTORS SERVICES, LLC (PORTLAND ME)
ME
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PORTLAND ME)
ME
01/20/1987 - 01/02/2015
NEW ENGLAND SECURITIES (PORTLAND ME)
BC
Issued 01/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Buckley is the right advisor for you? Invested Better is here to help.
