Unclaimed
Paulette Douglas is a financial advisor with over 20 years of experience in the industry. Paulette currently works with Wells Fargo Clearing Services, LLC. Paulette is registered in several states and offers a range of services, including financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Paulette has a history of working with a variety of clients, including individuals, businesses, corporations, charitable organizations, and high-net-worth 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.
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.
Investment consulting services to institutional clients
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.
1
2
GA
04/02/2015 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
NY
07/13/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
03/15/2000 - 07/13/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 04/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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