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 Reynolds is a financial advisor registered in Minnesota with Simplicity Wealth. Paula has been in the financial services industry since 2013. Paula has experience with a variety of investment products and services including annuities, life insurance, and financial planning. Paula also provides investment advice to individuals and businesses. Paula works with clients of all ages and income levels and is committed to providing personalized financial advice. Paula is a member of the Woodbury Chamber and volunteers at the Woodbury Days Committee.
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.
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.
A percentage of the total value of assets under management is charged.
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MN
06/30/2023 - Present
Simplicity Wealth (Woodbury MN)
MN
02/28/2017 - 08/26/2019
REGULUS ADVISORS, LLC (Lake Elmo MN)
MN
04/15/2013 - 03/22/2017
QUESTAR CAPITAL CORPORATION (LAKE ELMO MN)
IA
Issued 05/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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