ADVISOR BIO

Paul Bonde is a financial advisor with over 5 years of experience in the industry. Paul is currently registered with LPL Financial LLC and has been with the firm since October 2023. Prior to joining LPL Financial LLC, Paul was a financial advisor with CUSO Financial Services, LP from October 2022 to December 2021. Paul has held previous positions at TD Ameritrade, Inc., Edward Jones, and Northwestern Mutual Investment Services, LLC. Paul holds the Series 66, SIE, and Series 7 licenses. Paul specializes in providing financial planning, investment management, and other advisory services.

SPECIALIZATIONS

ADVISOR BIO

Paul Sahota is a financial advisor with over 20 years of experience in the industry. Paul has been registered with LPL Financial LLC since 2009. Prior to LPL, Paul was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Paul is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 securities licenses. Paul's firm, LPL Financial LLC, offers a wide range of financial services, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Paul Felten is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been working in the financial services industry since June 2011. Paul holds a Series 66 license, along with several other licenses and certifications. Paul is registered with the state of Texas and the state of California. Paul has experience working with individuals, corporations, and high-net-worth clients. Paul specializes in portfolio management, investment advisory services, and financial planning.

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ADVISOR BIO

Paul Singh Takhar is a financial advisor at J.P. Morgan Securities LLC. Paul is registered with the state of California and Texas. Paul has been in the financial services industry since 2009. Paul's office is located in Hanford, CA.

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ADVISOR BIO

Paul Castro is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets under management. Paul Castro is registered with FINRA and has experience in the financial services industry since 2010. Paul Castro has been with LPL Financial LLC since August 2020. Before joining LPL Financial LLC, Paul Castro worked at UnionBanc Investment Services and BBVA Securities Inc. Paul Castro has been a registered investment advisor since August 2020. Paul Castro provides a range of financial services including financial planning, portfolio management, and educational seminars. Paul Castro is licensed to sell securities in Alabama, Arizona, Arkansas, California, Idaho, Nevada, North Carolina, Texas, Utah and Wyoming.

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ADVISOR BIO

Paul Pepperman is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Encino, California. Paul has been in the industry since 1984. Paul offers financial planning, portfolio management services for individuals, investment management for businesses, and other investment advisory services.

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ADVISOR BIO

Paul Wu is a registered representative with J.p. Morgan Securities LLC, based in CITY OF INDUSTRY, CA. Paul has been in the industry since August 2006, and is a Series 66, Series 7 and SIE licensed advisor. Paul is registered in 10 states and specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Prior to working at J.p. Morgan Securities LLC, Paul was employed at Wells Fargo Clearing Services, LLC, and Wells Fargo Investments, LLC.

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ADVISOR BIO

Paul L. Donlon is a financial advisor with over 30 years of experience in the industry. Paul currently is registered with J.p. Morgan Securities LLC and is able to offer a wide range of services including portfolio management for businesses and individuals as well as financial planning and selection of other advisors. Prior to joining J.p. Morgan Securities LLC, Paul worked at Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Morgan Stanley & Co., Incorporated, and Hambrecht & Quist Incorporated.

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ADVISOR BIO

Paul David Helfman is a financial advisor with Avantax Advisory Services. Paul David Helfman has been a registered financial advisor for over 25 years and has experience in providing financial planning and investment advisory services. Paul David Helfman is licensed to provide advisory services in California and Texas. Paul David Helfman has a variety of certifications and licenses, including a Series 7, Series 6, and Series 63 license. Paul David Helfman also holds a Series 65 license, qualifying him to provide investment advice.

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ADVISOR BIO

Paul Nolta is a registered representative with J.p. Morgan Securities LLC in Irvine, California. Paul has been in the financial services industry since 2018. Paul is registered with the Securities and Exchange Commission as an investment advisor representative, and is licensed to sell securities in 53 states. Paul is also registered with FINRA and is a member of the Financial Industry Regulatory Authority. Paul has a Series 63 and Series 65 license.

SPECIALIZATIONS