Michael Paquette is a CFP-designated registered investment advisor, based in Bedford, NH, with 28 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
176 Route 101, Unit B-2, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is involved in several business activities, including owning rental real estate since 2016, being a partner in Kiersten Rose Realty Trust, LLC since 2011, and owning a percentage of My Casa Friend, LLC. He also dedicates minimal time to Paquette & Shaw Financial Group, LLC, a support company, and NH Bookkeeping Services, LLC, where he provides business mentorship.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Bancnorth Investment Group, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Compulife Investor Services, INC.Broker
Infinex Investments, INC.Broker
Citizens Financial Services INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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