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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bonin Sheldon is a financial professional with over 30 years of experience in the industry. Currently, Paul Bonin Sheldon is an Investment Advisor Representative associated with RBC Capital Markets, LLC. Prior to this role, Paul Bonin Sheldon was associated with firms like Citigroup Global Markets Inc., Salomon Brothers Inc. and Chase Securities, Inc.. Paul Bonin Sheldon holds several licenses including Series 7, 24, 50, 52TO, 53, 63, 79TO and SIE, demonstrating a broad range of expertise in financial markets.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
AZ
01/08/2019 - Present
RBC Capital Markets, LLC (PHOENIX AZ)
NY
03/26/1991 - 07/06/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
MD
11/18/1982 - 02/27/1991
CHASE SECURITIES, INC. (NEW YORK MD)
BC
Issued 02/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/19/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/08/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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