Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bertrand Sirois is a registered investment advisor representative for LaSalle St. Investment Advisors, LLC with offices in Pasadena, CA and Elmhurst, IL. Paul has been in the securities industry since September 10, 1996. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Paul is also registered with the following states: Arizona, California, Colorado, Florida, Georgia, Maine, Maryland, Nevada, New Jersey, New Mexico, New York, Texas, Utah and Washington. Paul has previously worked for Foothill Securities, Inc. in Pasadena, CA, Securities America, Inc. in Pasadena, CA, and Securities America Advisors, Inc. in Pasadena, CA. Paul has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6), and the Uniform Securities Agent State Law Examination (Series 63). Paul's primary focus is on providing investment advisory services to individuals, families, and small businesses.
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.
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.
1
2
CA
04/08/2020 - Present
Lasalle ST. Investment Advisors, LLC (Pasadena CA)
CA
12/08/2016 - 05/23/2017
SECURITIES AMERICA, INC. (PASADENA CA)
CA
06/19/2009 - 12/08/2016
FOOTHILL SECURITIES, INC. (PASADENA CA)
CA
09/11/1996 - 06/22/2009
NEW ENGLAND SECURITIES (PASADENA CA)
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Sirois is the right advisor for you? Invested Better is here to help.
