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Paul Shupe

Wealth Management Services Inc.

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About Paul Shupe

Paul Shupe is a registered investment advisor representative with Wealth Management Services Inc. in Sarasota, Florida. Paul has been in the financial services industry for 8 years. Paul is also a registered investment advisor with the state of Florida. Paul has held previous roles at MSI Financial Services, Inc. and AEGIS CAPITAL CORP., both located in Sarasota, Florida. Paul has passed the Uniform Combined State Law Examination, the Series 7 exam, the Series 6 exam and the SIE exam. Paul specializes in providing financial planning services, pension consulting, selection of other advisors, and portfolio management services for individuals.

Firm Information

Paul Shupe is currently registered with Wealth Management Services Inc.. Wealth Management Services Inc. is an investment advisor with 2 investment advisor representatives. The firm provides financial planning, pension consulting, and portfolio management for individuals. They manage approximately $1,522,963 in assets for 17 clients.

$1.52M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Shupe’s Registration & Firm History

FL

06/09/2017 - Present

Wealth Management Services Inc. (SARASOTA FL)

FL

09/08/2016 - 04/28/2017

AEGIS CAPITAL CORP. (SARASOTA FL)

FL

08/01/2016 - 09/06/2016

MSI FINANCIAL SERVICES, INC. (SARASOTA FL)

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Licenses & Designations

BOTH

Issued 11/21/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/01/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Shupe.
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