Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Michaels is a financial advisor currently registered with Morgan Stanley in Reston, VA. Paula has been in the financial services industry since September 28, 1980. Paula holds Series 63, Series 65, Series 1, Series 7 and SIE licenses. Before joining Morgan Stanley, Paula was also registered with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wheat, First Securities, Inc., Johnston, Lemon & Co. Incorporated, Penn Mutual Equity Services, Inc. and Investment Management & Research, Inc.
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
VA
06/01/2009 - Present
Morgan Stanley (RESTON VA)
VA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RESTON VA)
VA
12/09/1997 - 04/02/2007
MORGAN STANLEY DW INC. (RESTON VA)
NC
02/12/1990 - 12/15/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
DC
07/27/1987 - 02/14/1990
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
NA
05/24/1985 - 08/15/1987
PENN MUTUAL EQUITY SERVICES, INC.
NA
02/27/1981 - 03/27/1985
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
04/22/1980 - 11/15/1980
INDEPENDENT FINANCIAL PLANNERS CORPORATION
IA
Issued 10/10/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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