Paul SipalaCRD Number: 1376708
Current Firm: Foresters Equity Services, Inc.
Paul Sipala (CRD# 1376708) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Fort Myers, FL and has over 19 years of experience in the finance industry.
Hbks Wealth Advisors
Aci Wealth Advisors
|Foresters Equity Services, Inc.||San Diego, CA||Aug 2009 - Current||7|
|Florida Gulf Tax Advisors||Ft Myers, FL||Jun 2004 - Current||12|
|Metropolitan Life Insurance Company||Naples, FL||Jan 2007 - Aug 2009||2|
|Metlife Securities Inc.||Naples, FL||Jan 2007 - Aug 2009||2|
|Espro Financial||Ft Myers, FL||Oct 2005 - Jan 2007||1|
|Thornburg Mtg Home Loans Inc.||Santa Fe, NM||Mar 2005 - Jan 2007||1|
|Intersecurities, Inc.||Fort Myers, FL||Jun 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1997|
|S65||NASAA Investment Advisors Law Examination||Feb 2002|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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