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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 McNulty is an investment advisor representative with LPL Financial LLC. Paul has been in the industry since February 5, 1991 and has worked for several firms including Quick & Reilly, Inc., Lehman Brothers Inc., and CCO Investment Services Corp. Paul holds several licenses and designations, including Series 7, Series 24, Series 63, and Series 65. Paul also holds the designation of Certified Financial Planner. Paul specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Paul is a member of FINRA and is registered with the states of Massachusetts, Texas, Florida, Hawaii, Maine, New Hampshire, New York, California, and 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.
Consulting and other non-discretionary advisory services
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.
1
2
MA
02/08/2013 - Present
LPL Financial LLC (WOBURN MA)
MA
03/24/2009 - 04/21/2011
CCO INVESTMENT SERVICES CORP. (BURLINGTON MA)
MA
10/20/2004 - 03/24/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)
NY
08/31/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
07/31/1997 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
NY
07/31/1993 - 07/25/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
12/04/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/03/1986 - 01/02/1987
WELCO SECURITIES, INC.
IA
Issued 07/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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