Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lepkowski is a financial advisor who has been working in the industry since 2014. Paul is currently registered with World Equity Group, Inc. and is licensed in New York. Paul has experience working with individuals and families, and providing financial planning services. Paul's previous experience includes working with Edward Jones, NYLIFE DISTRIBUTORS LLC, SAMMONS FINANCIAL NETWORK, LLC, and Invesco Distributors, Inc. Paul has a strong track record of success in helping clients achieve their financial goals.
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.
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.
1
2
MT
04/02/2024 - Present
World Equity Group, Inc. (Bozeman MT)
MO
01/29/2024 - 03/28/2024
EDWARD JONES (ST. LOUIS MO)
NJ
06/29/2022 - 10/02/2023
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
IA
10/14/2019 - 05/12/2022
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
TX
12/24/2013 - 08/22/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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