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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 Jane Stanberry is a financial advisor with over 15 years of experience in the industry. Paula is currently registered with LPL Financial LLC in Bloomington, Minnesota. Paula has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Paula holds Series 7, 63, and 66 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.
Consulting and other non-discretionary advisory services
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.
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2
MN
10/04/2018 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
10/14/2015 - 09/13/2018
LPL FINANCIAL LLC (PLYMOUTH MN)
IA
01/19/2005 - 11/23/2005
VSR FINANCIAL SERVICES, INC. (DES MOINES IA)
MN
12/13/1999 - 05/21/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
12/08/2001 - 05/05/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
06/23/1994 - 08/06/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 12/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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