Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bendus Shockley is an investment advisor representative with Lion Street Advisors, LLC. Paul has over 25 years of experience in the financial services industry. Paul is registered with FINRA, the Securities and Exchange Commission, and the state of Colorado. Paul specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Paul is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
09/10/2021 - Present
Lion Street Advisors, LLC (Denver CO)
CO
12/01/2016 - 10/02/2019
PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)
CO
09/01/2016 - 11/09/2016
AXA ADVISORS, LLC (DENVER CO)
CO
05/31/2012 - 09/24/2014
AXA ADVISORS, LLC (DENVER CO)
CO
05/08/1992 - 06/04/1996
INVESTMENT RESOURCES NETWORK, INC. (DENVER CO)
MO
12/19/1990 - 04/29/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
MO
09/04/1990 - 11/02/1990
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
04/18/1989 - 09/04/1990
BOETTCHER & COMPANY, INC.
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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