Unclaimed
Paul Francis Stonge is a financial advisor with over 40 years of experience in the financial services industry. Paul has been registered with Commonwealth Financial Network since June 20, 1997. Paul is a Registered Representative and Investment Advisor Representative. Paul has worked at other firms, such as FRANKLIN FINANCIAL SERVICES CORPORATION, NEW ENGLAND SECURITIES, and PRUCO SECURITIES CORPORATION. Paul is licensed in 19 states. Paul's areas of specialization include retirement planning, college savings, and estate planning.
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
NH
06/20/1997 - Present
Commonwealth Financial Network (KINGSTON NH)
TX
04/23/1992 - 09/21/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
08/05/1986 - 04/22/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
03/01/1983 - 02/18/1987
PRUCO SECURITIES CORPORATION
BC
Issued 11/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/24/1998
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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