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 who has been in the industry since November 9, 2000. Paula is currently registered with Steward Partners Investment Advisory, LLC. Paula previously worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. Paula has a diverse background in wealth management and has experience working with various client types, including high-net-worth individuals, corporations, and charitable organizations. Paula offers financial planning, pension consulting, and portfolio management services.
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 4/9/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/8/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/8/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/9/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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