Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Sullivan is a financial advisor with Foguth Wealth Management, LLC. Paul is registered with the state of Michigan and has over 20 years of experience in the financial services industry. Paul is a Certified Financial Planner™ and holds the Series 7 and Series 66 licenses. Paul is committed to providing personalized financial advice and helping clients achieve their financial goals. Paul specializes in helping individuals and families with their financial planning, retirement planning, and investment management needs. Paul also has experience working with businesses and providing financial advice to corporate executives.
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.
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.
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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MI
03/01/2024 - Present
Foguth Wealth Management, LLC (Okemos MI)
MI
06/08/2010 - 11/08/2023
FIDELITY BROKERAGE SERVICES LLC (NOVI MI)
MI
10/28/2008 - 05/18/2010
ALLSTATE FINANCIAL SERVICES, LLC (STERLING HEIGHTS MI)
MI
01/17/2008 - 08/27/2008
SECURITIES AMERICA, INC. (WEST BLOOMFIELD MI)
MI
09/29/2006 - 09/18/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (TROY MI)
MI
12/01/2005 - 09/28/2006
CCO INVESTMENT SERVICES CORP. (ROYAL OAK MI)
OH
04/23/2002 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NJ
06/05/2001 - 04/29/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 06/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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