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 Swain is a financial advisor with over 20 years of experience in the industry. Paula is registered with Osaic Wealth, Inc. in Southfield, MI. Previously, Paula has been registered with LPL Financial LLC, VERAVEST INVESTMENTS, INC., CENTENNIAL FINANCIAL SERVICES, INC. and ASCEND FINANCIAL SERVICES, INC. Paula has a strong background in financial planning, portfolio management, and insurance. Paula is committed to providing personalized financial advice to help her clients 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.
A percentage of the total value of assets under management is charged.
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MI
01/24/2025 - Present
Osaic Wealth, Inc. (Southfield MI)
MI
11/21/2003 - 10/23/2019
LPL FINANCIAL LLC (PLYMOUTH MI)
MA
12/06/2000 - 11/24/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MI
01/11/2000 - 11/28/2000
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
MN
01/13/1999 - 11/16/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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