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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Costa is a financial advisor who has been working in the industry since 1985. Paul is currently registered with Corecap Advisors and has been with them since 2015. Previously, Paul has worked for The O.N. Equity Sales Company, CETERA ADVISORS LLC, MTL EQUITY PRODUCTS, INC., GNA SECURITIES, INC., AEGON USA SECURITIES INC., COMMONWEALTH CHURCH FINANCE, INC., UNITED INTERNATIONAL SECURITIES, INC., MIMLIC SALES CORPORATION, and INVESTMENT MANAGEMENT & RESEARCH, INC. Paul holds a Series 63, Series 66, Series 7, Series 4, and Series 24 license. Paul offers financial planning, educational seminars, and portfolio management services. Paul is a licensed insurance agent and sells life insurance, fixed annuities, and equity-indexed annuities.
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.
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.
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MI
08/11/2015 - Present
Corecap Advisors (SAGINAW MI)
MI
05/14/2013 - 07/21/2015
THE O.N. EQUITY SALES COMPANY (TRAVERSE CITY MI)
MI
08/30/2006 - 05/16/2013
CETERA ADVISORS LLC (TRAVERSE CITY MI)
MI
12/18/1996 - 06/08/2006
MTL EQUITY PRODUCTS, INC. (TRAVERSE CITY MI)
VA
02/09/1996 - 08/15/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
08/06/1993 - 02/15/1996
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
GA
11/18/1992 - 08/10/1993
COMMONWEALTH CHURCH FINANCE, INC. (MCDONOUGH GA)
NA
04/18/1991 - 12/04/1992
UNITED INTERNATIONAL SECURITIES, INC.
MN
09/24/1990 - 02/12/1991
MIMLIC SALES CORPORATION (ST. PAUL MN)
FL
04/10/1984 - 08/28/1990
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BOTH
Issued 08/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 07/21/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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