Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Parrish is a financial advisor with Ally Invest Advisors. Paula has been in the financial services industry since 1997. Paula holds the Series 6, 7, 8, 63, and 66 licenses, as well as the SIE exam. Paula also holds the Certified Financial Planner designation. Paula has experience working with high-net-worth individuals and other clients. Paula specializes in portfolio management for individuals and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
10/20/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
NH
04/06/2018 - 01/08/2020
CITIZENS SECURITIES, INC. (MANCHESTER NH)
NH
11/13/2017 - 04/05/2018
AXA ADVISORS, LLC (BEDFORD NH)
NH
02/23/2015 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
08/16/2013 - 01/26/2015
METLIFE SECURITIES INC. (SOUTHBOROUGH MA)
MA
09/11/2012 - 04/01/2013
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
09/16/2009 - 10/06/2010
LPL FINANCIAL CORPORATION (MARLBOROUGH MA)
NH
07/14/2009 - 09/16/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (HUDSON NH)
NH
03/07/2007 - 12/20/2007
BANCNORTH INVESTMENT GROUP, INC. (PLAISTOW NH)
TX
05/31/2006 - 03/07/2007
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
RI
10/21/1993 - 03/09/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
12/23/1991 - 10/28/1993
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
BOTH
Issued 08/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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