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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 Janel Dougherty is an active registered investment advisor representative with Ameriprise Financial Services, LLC. Paula is licensed to provide investment advice in 21 states and has a strong track record in the financial services industry since 1995. Paula has extensive experience in financial planning, asset allocation, and portfolio management for both individuals and businesses. Paula holds the Series 7 and Series 63 licenses and has been with Ameriprise Financial Services, Inc. since 2005. Paula has been affiliated with Ameriprise Financial Services, LLC since 2020. Paula is passionate about helping clients achieve their financial goals and is dedicated to providing them with personalized advice and exceptional service. Paula is a member of the Dougherty board of directors, and is involved in the Springfield, MO community.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MO
10/09/2020 - Present
Ameriprise Financial Services, LLC (SPRINGFIELD MO)
MN
03/31/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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