Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula D. Regan is a financial advisor with U.S. Bancorp Investments, Inc. based in Denver, Colorado. Paula has been in the financial industry for over 10 years. Paula holds the Series 63, Series 79 and SIE licenses. Paula is registered in Colorado and her area of focus includes Retirement planning, Mutual funds, Annuities, Life Insurance, and Stocks.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
10/27/2011 - Present
U.s. Bancorp Investments, Inc. (Denver CO)
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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