Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Applin is a financial advisor with over 30 years of experience. Paula has worked at PFS Investments Inc. since March 2013. Prior to that, Paula worked at USAA FINANCIAL ADVISORS, INC., and USAA INVESTMENT MANAGEMENT COMPANY. Paula holds the following licenses: Series 6, Series 26, Series 63 and SIE. Paula specializes in Portfolio Management for 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.
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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2
TX
03/12/2013 - Present
PFS Investments Inc. (SUGARLAND TX)
TX
06/25/2008 - 06/13/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/21/1987 - 07/01/2008
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 11/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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