Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Martel is a registered Investment Advisor Representative with YHB Investment Advisors Inc., a firm located in West Hartford, Connecticut. Paul Martel has been in the financial industry since 1977. Paul Martel has held previous roles at firms such as Roosevelt & Cross, Incorporated, U.S. Securities, Inc., MONY Securities Corp., CIGNA Securities, Inc., Tucker, Anthony & R. L. Day, Inc., Paine, Webber, Jackson & Curtis Inc., and Blyth Eastman Dillon & Co. Incorporated. Paul Martel specializes in providing investment advisory services to individuals, charitable organizations, corporations and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participant account management
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
CT
03/23/1990 - Present
YHB Investment Advisors Inc. (WEST HARTFORD CT)
NY
01/02/1996 - 03/18/1997
ROOSEVELT & CROSS, INCORPORATED (NEW YORK NY)
CT
05/12/1992 - 01/09/1996
U.S. SECURITIES, INC. (HARTFORD CT)
NY
11/17/1989 - 05/12/1992
MONY SECURITIES CORP. (NEW YORK NY)
PA
05/01/1982 - 11/16/1989
CIGNA SECURITIES, INC. (RADNOR PA)
NA
10/27/1980 - 03/12/1982
TUCKER, ANTHONY & R. L. DAY, INC.
NA
01/31/1980 - 11/07/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
01/02/1980 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
07/01/1977 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
IA
Issued 08/30/1989
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1988
Series 24 - General Securities Principal Examination
BC
Issued 07/12/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/18/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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