Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Sloan is a registered investment advisor representative with Maripau Wealth Management LLC. Jimmy Sloan has been in the securities industry since 2000. Jimmy Sloan is licensed in Texas. Jimmy Sloan has passed the Series 6, Series 63 and Series 65 exams. Jimmy Sloan has previous experience with Kalos Capital, Inc., Berthel, Fisher & Company Financial Services, Inc., USA Financial Securities Corporation, Geneos Wealth Management, Inc., Legacy Financial Services, Inc., Donahue Securities, Inc., and IRM Distributors, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
04/21/2022 - Present
Maripau Wealth Management LLC (THE WOODLANDS TX)
TX
03/23/2009 - 04/13/2010
KALOS CAPITAL, INC. (FRIENDSWOOD TX)
TX
08/04/2008 - 03/06/2009
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (FRIENDSWOOD TX)
TX
09/02/2005 - 08/04/2008
USA FINANCIAL SECURITIES CORPORATION (FRIENDSWOOD TX)
CO
06/06/2005 - 09/06/2005
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
CA
04/27/2001 - 07/10/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
OH
06/30/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
CA
04/20/2000 - 07/19/2000
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
IA
Issued 06/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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