Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Himmelstein is a financial advisor with over 40 years of experience in the industry. Paul is a registered representative of IBN Financial Services, Inc. His background includes experience with firms such as CENTAURUS FINANCIAL, INC., USA ADVANCED PLANNERS INC., LPL FINANCIAL CORPORATION, and WATERSTONE FINANCIAL GROUP, INC., among others. Paul holds several industry licenses and designations, including Series 6, 7, 24, 63, and 65 licenses, and he is a Chartered Financial Consultant. Paul is a member of FINRA and the state of Connecticut's Department of Banking. Paul specializes in providing financial planning, portfolio management, and selection of other advisors for individual and corporate clients.
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.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
CT
01/03/2025 - Present
IBN Financial Services, Inc. (Bloomfield CT)
CT
09/28/2010 - 08/12/2013
CENTAURUS FINANCIAL, INC. (BLOOMFIELD CT)
CT
11/24/2009 - 10/13/2010
USA ADVANCED PLANNERS INC. (BLOOMFIELD CT)
CT
09/08/2009 - 12/01/2009
LPL FINANCIAL CORPORATION (BLOOMFIELD CT)
CT
11/28/2005 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (BLOOMFIELD CT)
CT
05/14/2003 - 12/21/2005
WESTMINSTER FINANCIAL SECURITIES, INC. (BLOOMFIELD CT)
CT
07/14/1994 - 04/30/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
09/06/1991 - 07/01/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/06/1991 - 07/01/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
01/09/1990 - 07/11/1990
RESOURCE BROKERAGE CORP.
NA
08/16/1988 - 01/09/1989
CORPORATE SECURITIES GROUP, INC.
NA
02/18/1988 - 07/27/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/18/1982 - 02/20/1988
NORTH AMERICAN INVESTMENT CORP.
NA
06/11/1981 - 11/02/1983
MANEQUITY, INC.
NA
01/31/1982 - 01/12/1983
BERKSHIRE EQUITY SALES, INC.
IA
Issued 10/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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