Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Tavares is a financial professional with over 15 years of experience in the industry. Paula has a strong background in investment management and financial planning, and she is committed to providing her clients with personalized advice and guidance. Paula currently holds both Series 63 and 65 licenses, as well as Series 7 and the SIE exam, and is currently registered as a Registered Investment Adviser with Cetera Investment Advisers LLC in Massachusetts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (TAUNTON MA)
MA
06/01/2021 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DARTMOUTH MA)
MA
07/09/2010 - 07/17/2019
VOYA FINANCIAL ADVISORS, INC. (DARTMOUTH MA)
RI
04/02/2007 - 02/26/2009
MORGAN STANLEY & CO. INCORPORATED (PROVIDENCE RI)
RI
02/09/2007 - 04/02/2007
MORGAN STANLEY DW INC. (PROVIDENCE RI)
RI
08/08/2006 - 02/16/2007
CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)
IA
Issued 1/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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