Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Crosby is a registered representative with Equitable Advisors, LLC, a firm with offices in Cleveland, Ohio. Paula has been in the securities industry since 2006 and has experience working with clients of various types, including high net worth individuals, individuals other than high net worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Paula holds the Series 7 and Series 66 securities licenses and the SIE exam.
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
OH
12/07/2023 - Present
Equitable Advisors, LLC (CLEVELAND OH)
NH
10/21/2021 - 11/30/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
OH
01/29/2018 - 09/04/2021
J.P. MORGAN SECURITIES LLC (WILLOUGHBY HILLS OH)
OH
06/02/2014 - 04/06/2017
AXA ADVISORS, LLC (CLEVELAND OH)
OH
11/13/2009 - 03/24/2014
PNC INVESTMENTS (CLEVELAND OH)
OH
04/07/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
12/10/2004 - 03/18/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MAYFIELD HEIGHTS OH)
MN
12/10/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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