Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Christine Kourian is a financial advisor registered with TD Private Client Wealth LLC. Paula is based in Greenville, SC. She has over 25 years of experience in the financial services industry. Paula is a registered representative with FINRA and is licensed to sell securities in South Carolina. She holds the Series 7, Series 24, Series 55 and Series 63 licenses. Paula also holds the Securities Industry Essentials (SIE) Exam. Her areas of expertise include financial planning, portfolio management, 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.
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.
A percentage of the total value of assets under management is charged.
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2
SC
10/25/2017 - Present
TD Private Client Wealth LLC (Greenville SC)
NY
04/26/1999 - 11/03/2015
TD SECURITIES (USA) LLC (NEW YORK NY)
NY
04/04/1997 - 01/07/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/10/1993 - 04/03/1997
UBS SECURITIES LLC (NEW YORK NY)
PA
02/04/1997 - 02/26/1997
BNP SECURITIES (USA), INC. (KING OF PRUSSIA PA)
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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