Paul Stanley
Portsmouth, New Hampshire, 03801
Member Since 2009
We combine the stregth and heritgage of our firm with the insight concern and experience of our associates to provide objective individualized advice and services that will help them achieve their long term financial goal.
My Location
Background Information
Years of Financial Experience
- 12
Education
- Bentley College (Bachelors in Economics & Finance)
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee, Commissions (Investment), Commissions (Insurance)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- FCC
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 2753911
- Securities Registrations: Series 65, Series 66, Series 63, Series 7
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, REITs
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
Visit Website - http://www.granitebaywm.com
