Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Danielle Feret is a financial advisor registered with First Command Advisory Services. Paula has been in the financial services industry since 2008 and is currently registered with the state of Virginia. Paula holds the Series 6, Series 63, and Series 65 licenses as well as the SIE exam. Paula is also a Certified Financial Planner and a Chartered Financial Consultant. Paula primarily serves individuals and high-net-worth individuals.
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.
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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VA
12/15/2015 - Present
First Command Advisory Services (Chesapeake VA)
ME
01/17/2008 - 02/04/2008
AFBA FIVE STAR SECURITIES COMPANY (PORTLAND ME)
IA
Issued 05/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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