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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Sortino is a financial advisor with Equity Services, Inc. based in Germantown, MD. Paul has been in the financial services industry since 2007 and holds licenses to sell securities in 18 states, including California, Florida, Maryland and Texas. Paul has Series 6, 7 and 63 licenses, as well as the Series 65 Investment Advisor license. Paul also holds the SIE certification. Paul is a Certified Financial Planner® and works with a variety of clients, including individuals, high-net-worth individuals, charitable organizations and pension and profit-sharing plans.
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.
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.
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MD
01/04/2008 - Present
Equity Services, Inc. (GERMANTOWN MD)
BC
Issued 08/14/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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