Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Mierzejewski is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Paula is registered with the state of Florida and Texas. Paula has a long history of experience in the financial services industry, having been in the business for over 10 years. Paula has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses.
Palm City, FL
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
05/18/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Palm City FL)
BOTH
Issued 10/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/5/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/6/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 7/5/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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