Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul William Sponseller is a financial advisor with Independent Financial Partners, based in Sun City Center, Florida. Paul has over 25 years of experience in the financial services industry, specializing in providing financial advice and investment management services to individuals, businesses, and charitable organizations. Paul holds the Series 7, 63, and 66 licenses and is a Certified Financial Planner. Paul is committed to providing clients with personalized financial planning and investment management services that are designed to meet their individual needs and goals. Paul is also a member of the Board of Directors of Mary and Martha House, a battered women's shelter in Ruskin, Florida.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
01/27/2025 - Present
Independent Financial Partners (Sun City Center, FL 33573 FL)
FL
07/07/2017 - 07/18/2017
MOORS & CABOT, INC. (SARASOTA FL)
FL
12/09/2009 - 02/21/2017
RAYMOND JAMES & ASSOCIATES, INC. (SUN CITY CENTER FL)
FL
09/13/2002 - 08/02/2006
INVEST FINANCIAL CORPORATION (SUN CITY CENTER FL)
FL
06/04/1997 - 09/18/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
03/28/2002 - 04/16/2002
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
MN
05/24/1994 - 05/29/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/24/1994 - 05/29/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/24/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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