linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paula Stibbe

J.p. Morgan Institutional Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paula? Claim Your Profile

About Paula Stibbe

Paula Stibbe is a financial advisor with over 20 years of experience in the industry. Paula is currently registered with J.p. Morgan Institutional Investments Inc. in New York. Prior to joining J.p. Morgan Institutional Investments Inc., Paula held positions at BOFA DISTRIBUTORS, INC., COLUMBIA MANAGEMENT DISTRIBUTORS, INC., HARRISDIRECT LLC, and GOLDMAN, SACHS & CO. Paula has a wide range of experience in the financial services industry, including experience in investment banking, securities trading, and wealth management. Paula holds several industry licenses and designations.

Firm Information

Paula Stibbe is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paula Stibbe’s Registration & Firm History

NY

05/18/2011 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

MA

10/08/2008 - 05/17/2011

BOFA DISTRIBUTORS, INC. (BOSTON MA)

NC

07/06/2005 - 01/11/2007

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CHARLOTTE NC)

NJ

01/21/2004 - 06/07/2005

HARRISDIRECT LLC (JERSEY CITY NJ)

NY

07/25/1995 - 05/20/2003

GOLDMAN, SACHS & CO. (NEW YORK NY)

Not sure if Paula Stibbe is right for you?

Licenses & Designations

BC

Issued 10/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2020

Series 30 - NFA Branch Manager Examination

BC

Issued 03/12/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2016

Series 3 - National Commodity Futures Examination

BC

Issued 04/07/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/24/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paula Stibbe.
Not sure if Paula Stibbe is right for you?