Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bontrager is a financial advisor at Concourse Financial Group Securities, Inc. Paul has been in the financial industry since September 17, 1985. Paul specializes in providing financial advice to individuals, corporations, and charitable organizations. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 22, and Securities Industry Essentials (SIE) licenses. Paul is also registered as a broker-dealer in Colorado and Ohio.
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.
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.
1
2
OH
01/19/1999 - Present
Concourse Financial Group Securities, Inc. (Hartville OH)
OH
06/18/1990 - 12/31/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IN
07/23/1986 - 06/14/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
06/06/1985 - 04/30/1986
THE O.N. EQUITY SALES COMPANY
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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