Unclaimed
Paula Kirejevas is a financial advisor with RBC Capital Markets, LLC based in Florham Park, NJ. Paula has been in the financial services industry for over 25 years, and holds Series 7, Series 55, Series 63 and Series 65 licenses. Paula has worked for a number of firms in the past including Oppenheimer & Co. Inc., UBS Financial Services Inc., BNY Investment Center Inc., Assent LLC, and NDB Capital Markets, LP. Paula specializes in serving high-net-worth individuals, corporations, and other businesses. Paula has experience with portfolio management, financial planning, and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NJ
01/04/2016 - Present
RBC Capital Markets, LLC (FLORHAM PARK NJ)
NJ
06/26/2009 - 11/17/2014
OPPENHEIMER & CO. INC. (FLORHAM PARK NJ)
NJ
10/04/2007 - 07/21/2009
UBS FINANCIAL SERVICES INC. (WESTFIELD NJ)
NY
12/12/2005 - 08/10/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
IL
02/24/2004 - 12/01/2005
ASSENT LLC (BOLINGBROOK IL)
NY
05/11/1993 - 06/26/2002
NDB CAPITAL MARKETS, LP (NEW YORK NY)
IA
Issued 06/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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