Paul V Ryan

Current Employers

Employment History

• 10/1992 → Present
  Osaic Wealth, Inc.
  Wakefield, MA
• 09/1998 → 12/2016
  Flagship Financial Advisors, Llc
  Wakefield, MA
• 01/2014 → 06/2018
  Watermill Advisery Service, Inc.
  Wakefield, MA
• 12/2016 → Present
  Flagship Wealth Advisors, Llc
  Wakefield, MA

Previous Registrations

• 2014-02-19 → 2018-06-25
  Watermill Advisory Services, Inc.
  Tucson, AZ

Other Businesses

1) NON-SECURITES INSURANCE; POSITION: OWNER; NATURE: SOLE PROPRIETORSHIP; INVESTMENT RELATED: NO; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 1; START DATE: 10/15/1988; ADDRESS: 301 EDGEWATER PL STE 400, WAKEFIELD MA 01880; DESCRIPTION: TRADITIONAL INSURANCE SALES - INCLUDES FIXED LIFE AND LONG TERM CARE INSURANCE. 2) NOTARY PUBLIC; POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2003; ADDRESS: 301 Edgewater Pl Ste 400, Wakefield MA 01880; DESCRIPTION: Notary Public 3) FLAGSHIP WEALTH ADVISORS, LLC - IAR POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/04/2003 ADDRESS: 301 Edgewater Place, Suite 400, Wakefield MA 01880 DESCRIPTION: INVESTMENT ADVICE TO ADVISORY CLIENTS, MONITOR INVESTMENTS, FINANCIAL PLANNING SERVICES 4) FLAGSHIP WEALTH ADVISORS, LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2018 ADDRESS: 301 Edgewater Pl Ste 400, Wakefield MA 01880, United States DESCRIPTION: FWA may, in its sole discretion, determine to provide tax preparation services as a courtesy to clients, FWA does not prepare estate planning documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-21
• S63 Uniform Securities Agent State Law Examination
  1988-12-02

Designations

Other Names

• Paul Vincent Ryan
• Paul Vincent Ryan