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 Kalandiak is a financial advisor with Morgan Stanley. Paula has been in the financial services industry since 1997. Paula holds Series 3, 7, 63 and 66 licenses as well as the Series 87, and the SIE exam. Paula is also a Chartered Financial Analyst. Previously, Paula worked for Wells Fargo Clearing Services, LLC, Wedbush Securities Inc., Broadpoint Capital, Inc., Roth Capital Partners, LLC, Wells Fargo Securities, LLC, Wedbush Morgan Securities Inc., ASB Financial Services and Kidder, Peabody & Co. Incorporated. Paula's current office is located in Beverly Hills, California. Paula is a member of the Board of Directors for WISH Forward in Los Angeles, California.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/10/2021 - Present
Morgan Stanley (Beverly Hills CA)
CA
06/20/2014 - 03/22/2021
WELLS FARGO CLEARING SERVICES, LLC (SANTA MONICA CA)
CA
02/16/2010 - 07/01/2014
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
10/05/2006 - 01/18/2008
BROADPOINT CAPITAL, INC. (SAN FRANCISCO CA)
CA
03/15/2004 - 10/02/2006
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
CA
09/18/2000 - 03/12/2004
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
06/22/1998 - 08/25/2000
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
CA
12/16/1994 - 09/04/1996
ASB FINANCIAL SERVICES (IRVINE CA)
NY
07/02/1993 - 12/22/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 07/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/28/1993
Series 3 - National Commodity Futures Examination
BC
Issued 06/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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