Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gatehouse is a registered investment advisor with Independence Financial Advisors, LLC. Paul has been working in the financial services industry since 1986 and has experience in both brokerage and investment advisory activities. Paul is also a corporate officer for Gordon Nash Library and Bolduc Park. Paul's experience, qualifications and licenses can be found in his SEC AdvisorInfo profile.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advertisement and sale of fixed/ fixed-index annuity products
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.
One-time project fees
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2
NH
04/11/2011 - Present
Independence Financial Advisors, LLC (FRANKLIN NH)
NH
01/30/2003 - 12/31/2014
INFINEX INVESTMENTS, INC. (FRANKLIN NH)
NY
09/25/2000 - 02/27/2003
QUICK & REILLY, INC. (NEW YORK NY)
MA
02/24/1997 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IN
01/02/1996 - 02/26/1997
MDS SECURITIES INCORPORATED (CARMEL IN)
ME
09/27/1994 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
NJ
07/18/1986 - 09/21/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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