Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul DiPalma is an Investment Advisor Representative with The Holland Group, Retirement Wealth Advisors, LLC in Clearwater, Florida. Paul has been working in the financial services industry since 2014. Paul is registered with the state of Florida. Paul specializes in providing financial planning, portfolio management, and educational seminars to individuals and pension and profit-sharing plans. Paul has a Series 65 license. Paul is also licensed with several life, health, and fixed annuity insurance companies.
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.
A percentage of the total value of assets under management is charged.
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FL
01/11/2024 - Present
THE Holland Group, Retirement Wealth Advisors, LLC (CLEARWATER FL)
IA
Issued 06/09/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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