Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Vincent Sipala is a financial advisor affiliated with Iams Wealth Management, LLC, based in Aiken, SC. Paul has over 20 years of experience in the financial services industry, with a focus on providing financial planning and portfolio management services. He also offers tax preparation and insurance sales services. Paul is a Chartered Financial Consultant (ChFC) and holds the Series 6, Series 63, and Series 65 licenses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other advisers; percentage of plan assets
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2
SC
02/28/2018 - Present
Iams Wealth Management, LLC (Aiken SC)
CA
08/10/2009 - 02/26/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
FL
01/05/2007 - 08/06/2009
METLIFE SECURITIES INC. (FT. MYERS FL)
FL
01/05/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NAPLES FL)
FL
06/24/2004 - 02/13/2007
INTERSECURITIES, INC. (FT. MYERS FL)
AZ
10/04/1999 - 06/28/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
05/27/1999 - 12/22/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
08/27/1998 - 05/29/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NY
08/05/1997 - 09/01/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
AZ
12/14/1994 - 07/30/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CT
06/30/1993 - 02/06/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
WI
11/07/1991 - 03/10/1993
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
06/12/1985 - 03/10/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 02/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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