Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Positano is a financial advisor with over 20 years of experience in the financial services industry. Paula is a registered representative and principal with Morgan Stanley. Paula has held previous roles at Stock USA Execution Services, Inc. and Mutual of America Securities Corporation. Paula is a licensed securities agent in New York and holds the Series 6, 7, 24, 55, 57TO and SIE licenses. Paula specializes in providing investment advice and financial planning to individuals, corporations and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
01/27/2017 - Present
Morgan Stanley (PURCHASE NY)
NY
09/15/2009 - 12/23/2016
STOCK USA EXECUTION SERVICES, INC (CARMEL NY)
NY
01/10/2000 - 08/21/2007
MUTUAL OF AMERICA SECURITIES CORPORATION (TARRYTOWN NY)
NY
01/23/1998 - 08/21/2007
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TARRYTOWN NY)
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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