Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Porsch is a financial professional with over 20 years of experience in the financial services industry. Paula is a registered representative and investment advisor representative and holds Series 7, Series 31 and Series 66 securities licenses. Paula currently works for Cetera Investment Advisers LLC and is registered with the state of Missouri and Texas. Paula specializes in providing financial planning, portfolio management and investment advisory services to individuals, businesses, corporations, high net worth individuals, charitable organizations, pension and profit sharing plans. Paula has previously worked for various firms including Nations Financial Group, Inc., Cetera Advisor Networks LLC, Summit Brokerage Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paula is committed to helping her clients achieve their financial goals through a personalized approach.
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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2
MO
03/21/2024 - Present
Cetera Investment Advisers LLC (KANSAS CITY MO)
MO
03/08/2021 - 07/17/2023
NATIONS FINANCIAL GROUP, INC. (Kansas City MO)
MO
09/20/2019 - 03/11/2021
CETERA ADVISOR NETWORKS LLC (KANSAS CITY MO)
MO
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
MO
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
05/01/2009 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
09/07/2001 - 05/05/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
BOTH
Issued 9/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 9/6/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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