Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Ali is a financial advisor registered with Credit Union Investment Services. Paula has been working in the financial services industry since 2013 and holds the Series 63, 65, and SIE licenses. Paula's specializations include financial planning, portfolio management, and educational seminars. Paula provides financial services to eligible members of State Employees' Credit Union.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
06/29/2021 - Present
Credit Union Investment Services (Raleigh NC)
IA
Issued 06/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Paula Ali is the right advisor for you? Invested Better is here to help.
