Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Anne Heichel has been in the financial services industry since 1981. Currently, Paula is a Registered Representative with Wells Fargo Clearing Services, LLC. Paula also has past registrations with Citigroup Global Markets Inc., Lehman Brothers Inc., and E.F. Hutton & Company Inc. Paula is registered to provide investment advisory services in 2 states and to sell securities in 40 states, including the District of Columbia. Paula is also a Certified Financial Planner. Paula is experienced in providing financial planning and investment consulting services to individuals, businesses and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
DC
01/18/2022 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
DC
07/31/1993 - 06/12/2008
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/23/1981 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/13/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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