Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Ellen Benjestorf is a registered representative with LPL Financial LLC. Paula has been in the financial services industry since 2014. Paula has Series 7, 63 and 66 securities licenses and is registered in multiple states. Prior to joining LPL Financial LLC, Paula was a registered representative with RAYMOND JAMES FINANCIAL SERVICES, INC. Paula's experience includes working with high-net-worth individuals, corporations, and retirement plans. Paula's specializations include financial planning, portfolio management, and investment consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/18/2022 - Present
LPL Financial LLC (LODI CA)
CA
05/10/2014 - 11/14/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (LODI CA)
BOTH
Issued 09/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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