Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Jean Joiner is a registered representative with Principal Securities, Inc. Paula has been in the financial industry since 2007 and has held positions with Principal Securities, Inc., and Thrivent Investment Management Inc. Paula holds Series 63, 66, 6TO, SIE, and 7 licenses. Paula specializes in a variety of areas, including providing financial planning services, assisting individuals with portfolio management, and offering pension consulting.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
01/05/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
09/11/2007 - 12/06/2013
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
01/30/2007 - 07/30/2007
THRIVENT INVESTMENT MANAGEMENT INC. (DAVENPORT IA)
BC
Issued 01/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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