Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Ann Fischer is a financial advisor registered with Commonwealth Financial Network. Paula has over 20 years of experience in the financial services industry and has held previous roles with Securities America, Inc. and Allmerica Investments, Inc. She is a Series 6, 63 and 65 licensed professional. Paula is a director of membership at Shuttle Meadow Country Club, and also owns and runs PF Solutions, LLC, a business that offers financial planning, public relations consulting and art and jewelry design services. Paula works with a wide range of clients, including individuals, families, businesses and charitable organizations. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
10/07/2011 - Present
Commonwealth Financial Network (WEST HARTFORD CT)
CT
12/19/2005 - 09/30/2011
SECURITIES AMERICA, INC. (GLASTONBURY CT)
MA
05/07/1991 - 08/09/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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