Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul David Werp is a financial advisor with over 6 years of experience in the industry. Paul is currently registered with Ba Securities, LLC in Pennsylvania and Texas. Previously, Paul was registered with Stillpoint Capital, LLC in Florida. Paul holds Series 63, 79TO, SIE, and 82 securities licenses.
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.
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.
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2
PA
06/23/2023 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
FL
05/28/2016 - 09/19/2022
STILLPOINT CAPITAL, LLC (TAMPA FL)
BC
Issued 06/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2016
Series 82 - Limited Representative-Private Securities Offerings
Active
Inactive
F
FINRA
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