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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Burns is a financial advisor with Fidelity Personal and Workplace Advisors. Paul has over 10 years of experience in the financial services industry and has a proven track record of success in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Paul is a dedicated professional who is committed to helping his clients achieve their financial goals. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 63, and 66 licenses. Paul is also a registered investment advisor in Massachusetts, New Hampshire, and Texas. Paul's specialties include retirement planning, college savings, estate planning, and investment management. Paul's clients value his expertise, professionalism, and commitment to providing them with personalized financial solutions.
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.
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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2
NH
10/28/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 10/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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