Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Couch Oates is a financial advisor currently working with Truist Advisory Services, Inc. Paula has been working in the financial industry since 2002. She is licensed in North Carolina and holds various industry credentials including Series 6, 7, 63 and 65 licenses. Paula has a strong background in providing financial advice to individuals and businesses. Prior to joining Truist Advisory Services, Paula worked with BB&T Securities, LLC, BB&T Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paula's experience and expertise in financial planning, portfolio management, and other investment services make her a valuable resource for clients seeking personalized financial advice.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
06/22/2022 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/05/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
10/23/2009 - 07/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
SC
10/15/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCK HILL SC)
IA
Issued 06/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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