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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 Friedman is an Investment Advisor Representative with McLean Asset Management Corp. Paula holds the Series 65 license. Paula is based in Tysons, Virginia and has been in the industry since 2013. Paula works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. McLean Asset Management Corp. provides financial planning, educational seminars, portfolio management for individuals and businesses, pension consulting and selection of other advisors.
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.
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.
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VA
01/09/2013 - Present
McLean Asset Management Corp. (TYSONS VA)
IA
Issued 11/19/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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