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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 Bright Connell is a financial advisor who has been in the industry since 1982. Paula is currently registered with UBS Financial Services Inc. and has a branch office in Paducah, KY. Paula has worked with a variety of clients including corporations, high net worth individuals, and pension and profit-sharing plans. Paula is also registered in Florida and has passed several industry exams including the Series 7, Series 63, and SIE exams. Paula has a long history of working with clients and is committed to helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
KY
11/04/1983 - Present
UBS Financial Services Inc. (PADUCAH KY)
NA
04/06/1982 - 01/23/1984
DESCO INVESTMENTS, INC.
IA
Issued 03/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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