Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Genevieve Nelson is a financial advisor with over 20 years of experience in the financial industry. Paula is currently registered with Global Atlantic Distributors, LLC and holds Series 6, 26 and 63 licenses. Paula has also been registered with Transamerica Capital, Inc., InterSecurities, Inc. and Aegon USA Securities Inc. Previously, Paula was a financial advisor at Transamerica Capital, Inc., InterSecurities, Inc., and Aegon USA Securities Inc..
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.
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.
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2
CT
03/05/2013 - Present
Global Atlantic Distributors, LLC (Hartford CT)
MN
04/14/2004 - 06/03/2010
TRANSAMERICA CAPITAL, INC. (PLYMOUTH MN)
FL
01/02/1998 - 04/16/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
09/09/1991 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
BC
Issued 03/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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