Jim Lupica

Jim Lupica Work

Managing Partner, Founding Partner

@ Stratos Wealth

Managing Partner

@ Stratos Wealth

Financial Consultant

@ LPL Financial

Jim Lupica Education

1977 - 1979 MBA in Business Management

Baldwin Wallace University
1966 - 1970 BBA in Accounting Major/ Business Management& Economis Minor

Evangel University

Jim Lupica Skills

Series 7Wealth ManagementSecuritiesInvestmentsRetirement PlanningWealthEstate PlanningRetirementFinancial AdvisoryFinanceMutual Funds401kAsset AllocationInvestment AdvisorySmall BusinessFINRAFixed AnnuitiesSuccession PlanningStrategic Financial PlanningMergers & AcquisitionsInvestment StrategiesFinancial PlannersSeries 63Alternative InvestmentsETFsAsset ManagementInvestment ManagementWealth Management ServicesIRAsPortfolio ManagementPersonal FinanceSeries 65BondsEquitiesLong-term CareFinancial ServicesLife InsuranceHigh Net Worth IndividualsPensions401k RolloversPersonal Financial PlanningManagementInsuranceFinancial AnalysisRisk ManagementFixed IncomeHigh Net WorthPersonal FinancialLong Term CareStrategic FinancialMergers and Acquisitions

Jim Lupica Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does Jim Lupica work?

Jim Lupica currently works at Stratos Wealth as Jim Lupica - Managing Partner, Founding Partner at Stratos Wealth Partners.

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