Unclaimed
Paula Kurecka is a financial advisor based in Bridgeport, Texas. Paula has been working in the financial services industry since 2002. Paula is currently registered with MWA Financial Services Inc., a financial services firm headquartered in Rock Island, Illinois. Previously, Paula has worked at several other firms including MML Investors Services, Inc., Nationwide Securities, LLC, 1717 Capital Management Company and Foresters Equity Services, Inc. Paula specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Paula also offers services such as financial planning and portfolio management for businesses and individuals.
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.
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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2
TX
08/09/2010 - Present
MWA Financial Services Inc. (Bridgeport TX)
TX
11/21/2008 - 06/21/2010
MML INVESTORS SERVICES, INC. (DALLAS TX)
TX
08/01/2008 - 10/31/2008
NATIONWIDE SECURITIES, LLC (ARLINGTON TX)
TX
07/17/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DALLAS TX)
TX
02/06/2002 - 06/06/2006
FORESTERS EQUITY SERVICES, INC. (BEDFORD TX)
BC
Issued 04/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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