Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Derwick is a financial advisor who has been in the industry since 1990. Paula is registered with Cetera Investment Advisers LLC. Paula has a wide range of experience in the financial industry, including working with individuals, families, and businesses. She has a strong understanding of investment strategies, financial planning, and retirement planning. Paula is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (OLEAN NY)
PA
10/05/1990 - 11/06/2020
AVANTAX INVESTMENT SERVICES, INC. (BRADFORD PA)
IA
Issued 04/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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