Unclaimed
Paul Edward Sessler is an Investment Advisor Representative associated with SPC. Paul has been in the financial industry since September 1996. The firm has been in business since 2009 and is based out of Ann Arbor, Michigan. Paul's other business activities include selling life, annuities and fixed index annuities through various insurance companies. Paul provides consultation services, financial planning, pension consulting and educational seminars to individuals, corporations and other businesses. The firm primarily works with high net worth individuals, pension and profit sharing plans and individuals other than high net worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
Seminar attendance fees
1
2
OH
01/26/2009 - Present
SPC (Hamilton OH)
GA
04/12/2002 - 05/10/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
09/27/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 08/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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