Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Christiansen is a financial advisor with over 25 years of experience in the industry. Paula is currently registered with UBS Financial Services Inc. as a Registered Representative and Investment Adviser Representative. Previously, Paula worked with GRUNTAL & CO. INCORPORATED, DEUTSCHE MORGAN GRENFELL/C. J. LAWRENCE INC., and DEAN WITTER REYNOLDS INC. She has a series 63, SIE and Series 7 licenses. Paula has a vast knowledge of the financial industry and can provide a wide range of services to her clients including portfolio management, financial planning, pension consulting and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
05/28/1996 - 10/16/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
11/28/1994 - 03/25/1996
DEUTSCHE MORGAN GRENFELL/C. J. LAWRENCE INC. (NEW YORK NY)
NY
04/07/1994 - 11/09/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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