Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Megan Demars is a financial advisor with Cary Street Partners, located in Glen Allen, Virginia. Paula has been in the financial services industry since January 30, 2002. Paula is registered with FINRA and the state of Virginia. Paula has a Series 7, Series 31 and Series 66 license. Paula specializes in providing financial planning and investment advice to individuals, families, and businesses. Paula holds the Certified Financial Planner (CFP®) designation.
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.
Revenue sharing with certain third parties
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2
VA
07/15/2021 - Present
Cary Street Partners (Glen Allen VA)
VA
08/12/2014 - 05/04/2021
FIDELITY BROKERAGE SERVICES LLC (GLEN ALLEN VA)
VA
10/04/2013 - 07/29/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
06/21/2013 - 09/13/2013
PARK AVENUE SECURITIES LLC (RICHMOND VA)
VA
07/19/2012 - 04/29/2013
AXA ADVISORS, LLC (RICHMOND VA)
VA
01/03/2012 - 06/28/2012
METLIFE SECURITIES INC. (RICHMOND VA)
VA
04/13/2011 - 01/03/2012
BB&T INVESTMENT SERVICES, INC. (STAFFORD VA)
VA
10/13/2010 - 04/08/2011
VALIC FINANCIAL ADVISORS, INC. (RICHMOND VA)
MA
11/30/2005 - 09/22/2010
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
09/02/2005 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
04/13/2004 - 05/25/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
03/17/2000 - 03/10/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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