Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Cohen is a financial advisor in Portland, CT. Paula has been in the industry since June 1, 1994 and is currently registered with Ameriprise Financial Services, LLC. Paula is a registered representative (Series 7) and has held the Series 24 General Securities Principal Examination and the Series 63 Uniform Securities Agent State Law Examination, as well as the Series 65 Uniform Investment Adviser Law Examination. Paula has a total of 3 approved state registrations, one approved IA State Registration, one approved FINRA registration, and one approved SRO registration.
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.
Asset allocation services
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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CT
06/23/1994 - Present
Ameriprise Financial Services, LLC (PORTLAND CT)
MN
06/02/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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