Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bonnell Stevenson is a registered investment advisor representative with TLG Advisors, Inc. Paul has been in the securities industry since 1979. Paul holds multiple licenses and is registered with the state of New Hampshire. Paul has held previous positions with The Leaders Group, Inc., Tower Square Securities, Inc., and Capital Analysts, Incorporated. Paul's specializations include providing investment advice to high net worth individuals, pension and profit sharing plans, corporations and other businesses, as well as individuals other than high net worth. Paul's firm offers a variety of investment advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and placement of institutional funds.
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.
Placement of institutional 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.
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2
NH
06/05/2008 - Present
TLG Advisors, Inc. (NORTH HAMPTON NH)
CO
01/16/1998 - 05/20/2008
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
04/08/1997 - 12/31/1997
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CO
01/16/1997 - 04/02/1997
THE LEADERS GROUP, INC. (LITTLETON CO)
OH
11/03/1980 - 08/20/1991
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 03/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 12/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1980
Series 1 - Registered Representative Examination
Active
Inactive
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