Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Parsons is a financial advisor with Commonwealth Financial Network. Paul has been in the industry since 1994. Paul is also the owner and president of Plan Strong Investment Management, Inc. Paul is licensed in many states and is a registered representative of Commonwealth Financial Network. Paul has many years of experience in financial planning, investment management and insurance sales.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
10/31/2017 - Present
Commonwealth Financial Network (Dedham MA)
MA
01/19/2010 - 10/30/2017
NEXT FINANCIAL GROUP, INC. (DEDHAM MA)
MA
01/10/2007 - 02/01/2010
SECURITIES AMERICA, INC. (NEEDHAM MA)
MA
09/20/2005 - 01/05/2007
WOODBURY FINANCIAL SERVICES, INC. (NEEDHAM MA)
CT
01/02/2003 - 05/20/2004
CITISTREET ADVISORS LLC (WINDSOR CT)
MA
10/02/1997 - 11/01/2002
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
RI
07/09/1991 - 10/30/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 10/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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