Paul Habib (CRD# 6087744) is an Investment Advisor Representative working at Eagle Strategies LLC in Danvers, MA and has over 7 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prowealth, LLC | Waltham, MA | Jun 2020 - Current | 3 |
| Eagle Strategies LLC | Waltham, MA | Dec 2017 - Current | 6 |
| Nylife Securities LLC | Waltham, MA | Mar 2016 - Current | 8 |
| New York Life Insurance Company | Waltham, MA | Mar 2016 - Current | 8 |
| Unemployed | Chelsea, MA | Jan 2016 - Feb 2016 | < 1 |
| Eze Software Group | Boston, MA | Jan 2014 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- MA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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