Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mitchell Shepherd is a financial advisor who has been working in the industry since 2007. Paul is a Registered Representative and Investment Adviser Representative, licensed in Ohio. Paul currently works for TLG Advisors, Inc. Paul's prior experience includes working as a Regional Vp/Wholesaler for J L Thomas & Company, Inc. and as an IAR Rep for The Leaders Group, Inc. Paul has a wide range of experience providing financial advice to individuals, corporations, and other entities. Paul has expertise in a variety of financial products and services, including portfolio management, financial planning, and retirement 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.
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.
1
2
OH
01/24/2018 - Present
TLG Advisors, Inc. (Cleveland OH)
OH
11/13/2013 - 01/27/2016
SII INVESTMENTS, INC. (HUDSON OH)
NY
03/08/2010 - 02/13/2013
ICON SECURITIES CORP (NEW YORK NY)
NY
07/24/2007 - 12/08/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
OH
04/16/2007 - 05/22/2007
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
IA
Issued 02/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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