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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Anne Landau is a financial advisor who has been in the industry since 1985. Paula currently works at Chevy Chase Trust Co. and is registered to provide investment advice in the District of Columbia, Maryland, and Virginia. Paula has a strong background in financial planning, portfolio management, and education. Paula specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Paula is also a Certified Financial Planner. Before joining Chevy Chase Trust Co., Paula worked at LINSCO/Private Ledger Corp. and Alex. Brown & Sons Incorporated.
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.
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.
Trustee and investment manager for collective funds
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.
A percentage of the total value of assets under management is charged.
1
2
MD
03/01/2023 - Present
Chevy Chase Trust Co. (BETHESDA MD)
MD
01/24/2006 - 06/07/2006
LINSCO/PRIVATE LEDGER CORP. (ROCKVILLE MD)
NA
03/10/1986 - 06/07/1994
ALEX. BROWN & SONS INCORPORATED
NA
08/20/1985 - 04/01/1986
DEAN WITTER REYNOLDS INC.
BOTH
Issued 11/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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