Unclaimed
Paula Aguilera is a financial professional with over 25 years of experience in the financial services industry. Paula is currently registered with The Leaders Group, Inc., and is a registered representative in Texas. Paula has held previous positions at Concourse Financial Group Securities, Inc., Voya Financial Advisors, Inc., Ameriprise Financial Services, Inc., and Ameritas Investment Corp. Paula is a Series 6, Series 26, and Series 63 licensed professional.
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.
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.
1
2
CO
01/03/2022 - Present
THE Leaders Group, Inc. (LITTLETON CO)
TX
04/12/2019 - 12/31/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (HOUSTON TX)
TX
11/10/2011 - 03/12/2019
VOYA FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
02/16/2010 - 02/24/2011
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
08/31/1995 - 09/03/2009
AMERITAS INVESTMENT CORP. (HOUSTON TX)
BC
Issued 06/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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