Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Paul is a financial advisor registered with LPL Financial LLC in Pelham, NH. Robert has been in the financial services industry since July 18, 1990. Robert has a wide range of experience in the industry, having previously worked for Main Street Management Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Robert is a licensed insurance agent and holds Series 7, 24, 63 and 66 licenses. Robert is also a registered representative in multiple states.
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.
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2
NH
03/01/2010 - Present
LPL Financial LLC (PELHAM NH)
MA
08/31/1995 - 06/10/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MN
07/19/1990 - 09/25/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/19/1990 - 09/25/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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