Unclaimed
Samuel Eli Paul is a financial advisor with over 9 years of experience in the financial services industry. Samuel has been registered with MML Investors Services, LLC since January 2023. Samuel has experience providing financial advice to individuals, businesses, and institutions. Samuel holds Series 6, Series 63, Series 65, and SIE licenses and is registered in Maine, Massachusetts, New Hampshire, Texas and Vermont. Samuel specializes in retirement planning, asset allocation, and financial planning.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NH
08/17/2023 - Present
MML Investors Services, LLC (BEDFORD NH)
NH
12/13/2013 - 01/27/2023
NYLIFE SECURITIES LLC (MANCHESTER NH)
IA
Issued 01/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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