Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Boyka is a financial advisor with over 35 years of experience in the industry. Paula is registered with Raymond James & Associates, Inc. and has a Series 7, 31, 63 and 65 license. Paula has been with Raymond James & Associates, Inc. since May 2006. Prior to that, Paula was employed at PIPER JAFFRAY & CO. and U.S. BANCORP INVESTMENTS, INC. Paula provides a range of financial services to individual and corporate clients. Paula also specializes in portfolio management, financial planning and pension consulting.
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.
Please see note in schedule d - miscellaneous
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
CO
05/09/2017 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
07/14/1999 - 06/05/2006
PIPER JAFFRAY & CO. (LITTLETON CO)
MN
06/21/1993 - 07/19/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NA
09/04/1987 - 06/29/1993
COLORADO NATIONAL BROKERAGE, INC.
NA
05/13/1986 - 08/19/1987
E. F. HUTTON & COMPANY INC
NA
06/19/1985 - 10/14/1985
THE STUART-JAMES COMPANY, INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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