Best Investors Account Sign in

Paul Richard Vegiard

Osaic Institutions, Inc.

Monson, MA

Ware, MA

East Longmeadow, MA

Wilbraham, MA

Hampden, MA

Claim This Profile
Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-10-02
CT RA APPROVED 2018-06-04
  • MA RA
    APPROVED
    Since 2019-10-02
  • CT RA
    APPROVED
    Since 2018-06-04

Branch Locations

146 Main Street, Monson, MA 01057 • United States

136 West Street, Ware, MA 01080 • United States

61 North Main Street, East Longmeadow, MA 01028 • United States

100 Post Office Park, Wilbraham, MA 01095 • United States

15 Somers Road, Hampden, MA 01036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santander Bank Na South Windsor CT 03/2016 06/2018
Santander Securities Llc San Juan PR 03/2016 06/2018
Infinex Investments, Inc. Meriden CT 06/2018 Present
United Bank Tolland CT 06/2018 08/2019
Monson Savings Bank Monson MA 09/2019 Present
  • 03/2016 → 06/2018
    Santander Bank Na
    South Windsor, CT
  • 03/2016 → 06/2018
    Santander Securities Llc
    San Juan, PR
  • 06/2018 → Present
    Infinex Investments, Inc.
    Meriden, CT
  • 06/2018 → 08/2019
    United Bank
    Tolland, CT
  • 09/2019 → Present
    Monson Savings Bank
    Monson, MA
Previous Registrations
  • 2016-03-31 → 2018-06-08
    Santander Securities Llc
    Enfield, CT
    South Windsor, CT
    Worcester, MA
    West Hartford, CT
    Windsor, CT
    Enfield, CT
    Westfield, MA
    Enfield, CT
    Enfield, CT
    Springfield, MA
    Framingham, MA
    West Hartford, CT
    West Hartford, CT
    Westfield, MA
    Springfield, MA
    Framingham, MA
    Wickford, RI
    East Windsor, CT
  • 2013-12-11 → 2015-09-08
    Osaic Institutions, Inc.
    Vernon, CT
    Meriden, CT
    Rockville, CT
Other Businesses

1.) Monson Savings Bank. Yes, investment related. Banking. Started Sept 2019. Financial Advisor at the bank.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-11
S63 Uniform Securities Agent State Law Examination 2007-05-29
  • S66 Uniform Combined State Law Examination
    2013-12-11
  • S63 Uniform Securities Agent State Law Examination
    2007-05-29
Other Names
  • Paul Richard Vegiard
  • Paul Richard Vegiard
  • Paul Richard Vegiard
  • Paul R Vegiard

View on SEC IAPD

Other Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PROSPERA FINANCIAL SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

Hunter E Boody
JEFFREY ANDREWS WHYTE
Carol Ann Scatolini
Kathleen Elizabeth Pumilia
DAVID JOHN HAVICAN
MARK DEAN BRANNIGAN
KYONG M CRUZ
DANIELLE MARIE ACCARDI

Other Offices

EDWARD JONES · PALMER, MA
CETERA INVESTMENT ADVISERS LLC · WILBRAHAM, MA
PROSPERA FINANCIAL SERVICES, INC. · Wilbraham, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wilbraham, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wilbraham, MA
AMERIPRISE FINANCIAL SERVICES, LLC · WILBRAHAM, MA
LPL FINANCIAL LLC · WILBRAHAM, MA
COMMONWEALTH FINANCIAL NETWORK · WILBRAHAM, MA

More in Monson, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor