Paul George Martins
Professional Summary
Paul George Martins is a registered financial advisor currently at WFS, LLC located in Boston, Massachusetts. Paul is registered as a RR (Registered Representative) and started their career in finance in 1983. Paul has worked at 5 firms and has passed the Series 63, Series 99TO, SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
WFS, LLC
Contact Information
Main Address
One Boston Place, Boston, MA 02108Mailing Address
One Boston Place, Boston, MA 02108Phone Number
(617) 531-3100Established
Delaware since 12/14/1999Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/10/2003)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Paul George Martins's CRS (Customer Relationship Summary).
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