Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Rowe is an investment advisor representative with IP Financial Advisory Services LLC. Paul has been in the financial services industry since 2005 and has a wide range of experience. Paul specializes in helping individuals with their financial planning needs. Paul is also a registered representative with FINRA and is licensed in several states. In addition to his work with IP Financial Advisory Services LLC, Paul is also a sole proprietor of PRowe Wealth Building & Management.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
CO
01/05/2022 - Present
IP Financial Advisory Services LLC (Woodland Park CO)
CO
01/02/2014 - 01/25/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (WOODLAND PARK CO)
CO
07/12/2006 - 12/31/2013
PROEQUITIES, INC. (WOODLAND PARK CO)
GA
02/25/2005 - 08/01/2006
PREMIER SECURITIES OF AMERICA, INC. (SUWANEE GA)
BC
Issued 10/19/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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