Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Turner is a registered representative and investment advisor representative with Synovus Securities, Inc. Paula is located in Pensacola, Florida and has been in the securities industry since September 12, 1995. Paula is registered with 16 states and has 4 product exams. Paula is a Series 7 and Series 63 licensee and also holds a Series 6 and Series 31 licenses. Paula offers financial planning services and portfolio management for individuals and businesses.
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.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/25/2020 - Present
Synovus Securities, Inc. (PENSACOLA FL)
NJ
04/07/2009 - 11/23/2009
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
MA
08/16/2007 - 01/27/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MN
01/14/2002 - 07/30/2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
NY
08/28/1995 - 01/11/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
AL
05/16/1994 - 04/19/1995
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 05/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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