Unclaimed
Paula Ann Veltri is a registered representative of Stoever, Glass & Co. Inc. with over 35 years of experience in the financial services industry. Paula is a Series 7, 52TO, 53, and SIE licensed professional. She is currently registered with Stoever, Glass & Co. Inc. to conduct business in Florida. Previously, Paula was registered with AEGIS CAPITAL CORP. and Oppenheimer & Co. Inc.
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.
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.
1
2
FL
07/10/2019 - Present
Stoever, Glass & Co. Inc. (Boca Raton FL)
FL
08/12/2015 - 07/11/2019
AEGIS CAPITAL CORP. (BOCA RATON FL)
FL
08/08/2003 - 08/06/2015
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
NY
10/20/1987 - 06/05/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
BC
Issued 04/02/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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