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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 Warholak jr is a registered investment advisor representative with Sigma Investment Counselors, located in Northville, MI. Paul has been in the industry since 2011 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and SIGMA FINANCIAL CORPORATION. Paul holds the Series 66, SIE, and Series 7 licenses. Paul is a registered investment advisor representative in the state of Michigan.
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.
Helps you choose top advisors aligned with your financial goals.
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
01/09/2019 - Present
Sigma Investment Counselors (NORTHVILLE MI)
MI
04/12/2018 - 12/26/2018
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
08/22/2011 - 02/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)
BOTH
Issued 09/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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