Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Berends is a financial advisor at Ameriprise Financial Services, LLC. Paula has been in the industry since 2008. Paula has been registered with the state of Minnesota since 2018, and is also registered in Arkansas, Massachusetts, Montana, and Utah. Paula has a Series 6, 7, 9, 10, 24, 63, and 66 license, as well as the SIE exam. Paula provides portfolio management services to individuals and businesses, in addition to financial planning, pension consulting, educational seminars, and selection of other advisors.
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
MN
04/16/2018 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
02/25/2014 - 03/26/2018
CRI SECURITIES, LLC (ST PAUL MN)
MN
12/13/2007 - 03/26/2018
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MD
02/25/2014 - 10/13/2017
H. BECK, INC. (ROCKVILLE MD)
BOTH
Issued 04/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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