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Paula Ann Veltri

Stoever, Glass & Co. Inc.

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About Paula Ann Veltri

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.

Firm Information

Paula Veltri is currently registered with Stoever, Glass & Co. Inc.. Stoever, Glass & Co. Inc. is a Corporation that was formed on May 5, 1964. The firm is registered in all 50 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Paula Veltri’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paula Ann Veltri.
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