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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Gail George staples is a registered representative with Fidelity Personal And Workplace Advisors. Paula Gail George staples is a registered representative with Fidelity Personal And Workplace Advisors with 17 years of experience in the securities industry. Paula Gail George staples has passed the Series 6, 7, 63 and 66 exams and the SIE. Paula Gail George staples has been registered with Fidelity Personal And Workplace Advisors since 2018. Paula Gail George staples has previously worked at Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC, Wells Fargo Investments, LLC, and CUNA Brokerage Services, Inc. Paula Gail George staples is currently registered in 53 states and 2 territories.
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.
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.
1
2
FL
07/16/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
TX
08/03/2006 - 10/02/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
VA
07/09/2004 - 08/03/2006
FIDELITY BROKERAGE SERVICES LLC (MCLEAN VA)
CA
12/08/2003 - 06/16/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
03/17/2003 - 10/03/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 02/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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