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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 Elkind is an investment advisor representative with On Investment Management Co. He has been in the financial services industry for 20 years and holds the Series 7, Series 6, Series 63, Series 66, and SIE licenses. Paul is a Chartered Financial Analyst and specializes in Portfolio Management for Individuals, Selection of Other Advisers and Financial Planning. Paul has previously worked with MetLife Securities Inc., AXA Advisors, LLC, Princor Financial Services Corporation and Putnam Retail Management, Inc.
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.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
MA
06/09/2016 - Present
ON Investment Management Co. (AMESBURY MA)
MA
02/26/2009 - 01/08/2014
METLIFE SECURITIES INC. (LOWELL MA)
MA
03/28/2006 - 02/24/2009
AXA ADVISORS, LLC (WELLESLEY MA)
IA
04/06/2004 - 02/01/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
09/15/1999 - 10/18/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
BOTH
Issued 02/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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