Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bonde is a financial advisor with over 5 years of experience in the industry. Paul is currently registered with LPL Financial LLC and has been with the firm since October 2023. Prior to joining LPL Financial LLC, Paul was a financial advisor with CUSO Financial Services, LP from October 2022 to December 2021. Paul has held previous positions at TD Ameritrade, Inc., Edward Jones, and Northwestern Mutual Investment Services, LLC. Paul holds the Series 66, SIE, and Series 7 licenses. Paul specializes in providing financial planning, investment management, and other advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/03/2022 - 10/15/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
02/02/2018 - 11/25/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
MO
04/24/2017 - 07/06/2017
EDWARD JONES (ST. LOUIS MO)
CA
11/21/2016 - 02/24/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA JOLLA CA)
BOTH
Issued 12/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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