Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Alma Dailer is a financial advisor with over 20 years of experience in the industry. Paula is currently registered with Schwab Wealth Advisory, Inc. Paula previously worked at Allen & Company of Florida, Inc. and Charles Schwab & Co., Inc. Paula holds Series 7, 9, 10, 63 and 66 licenses. Paula is also registered to provide investment advisory services in 30 states and the District of Columbia. Paula specializes in providing financial planning and portfolio management services for individuals and businesses. Paula provides financial advice to a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, corporations and other businesses, and individuals other than high-net-worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
04/05/2011 - 09/19/2011
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
TX
11/30/2000 - 01/30/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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