Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Toomey Ryan is a financial advisor with Ameriprise Financial Services, LLC. Paula has been in the financial services industry since 2010. Paula is registered with the state of Connecticut. Paula holds Series 3, 7, 24, and 63 licenses. Paula has been a financial advisor at Ameriprise Financial Services, LLC since 2020. Previously Paula worked at BARINGS SECURITIES LLC. Ameriprise Financial Services, LLC offers a variety of financial planning services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CT
12/11/2020 - Present
Ameriprise Financial Services, LLC (SIMSBURY CT)
MA
11/19/2008 - 01/02/2019
BARINGS SECURITIES LLC (SPRINGFIELD MA)
BC
Issued 04/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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