Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Juszczyk is a financial advisor at Cetera Investment Advisers LLC. Paula has over 24 years of experience in the financial services industry. Paula is registered to provide investment advice in 12 states and has a strong track record of helping clients reach their financial goals. Paula holds a variety of licenses and certifications, including Series 7, Series 24, Series 51, Series 52TO, Series 63, and Series 66. Paula specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Paula is committed to providing her clients with personalized service and tailored solutions.
Knoxville, TN
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.
A percentage of the total value of assets under management is charged.
1
2
TN
06/29/2023 - Present
Cetera Investment Advisers LLC (Knoxville TN)
MN
06/07/2024 - 06/12/2024
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
MT
03/29/2022 - 04/07/2022
D.A. DAVIDSON & CO. (GREAT FALLS MT)
FL
07/20/2021 - 12/31/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/20/2021 - 12/31/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NM
11/09/2016 - 07/22/2021
NYLIFE SECURITIES LLC (ALBUQUERQUE NM)
FL
10/26/2015 - 09/09/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
12/05/2014 - 09/25/2015
NYLIFE SECURITIES LLC (FRESNO CA)
NV
02/13/2009 - 10/31/2014
WESTERN INTERNATIONAL SECURITIES, INC. (LAS VEGAS NV)
CA
08/10/2005 - 02/13/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWBURY PARK CA)
CA
03/22/2005 - 04/11/2005
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
NV
11/01/1999 - 02/04/2005
FINANCIAL WEST GROUP (RENO NV)
MO
07/29/1999 - 10/29/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 6/6/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/3/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 7/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paula Juszczyk is the right advisor for you? Invested Better is here to help.
