Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Feinberg is an investment advisor representative with Steward Partners Investment Advisory, LLC. Paula has been in the financial services industry for over 20 years and is registered with the state of Texas. Paula's experience includes working with Raymond James Financial Services, Inc., Raymond James & Associates, Inc., Morgan Stanley, Citigroup Global Markets Inc., and Citicorp Investment Services. Paula has also held the Series 7, 24, 31, and 65 licenses. Paula provides wealth management services to private clients and specializes in financial planning, pension consulting, and selection of other advisors. Paula also serves on the Board of Directors for the Dallas Opera House Hart Institute for Women Conductors and Miles of Freedom.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
06/02/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
06/02/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
10/24/2013 - 06/02/2020
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
06/01/2009 - 10/29/2013
MORGAN STANLEY (DALLAS TX)
TX
01/29/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EL PASO TX)
NY
11/10/2000 - 02/11/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 04/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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