Unclaimed
Paulette Street is an active Investment Advisor Representative with Janney Montgomery Scott LLC. Paulette has been in the financial services industry since August 1992. Paulette has previously been affiliated with Parker/Hunter Incorporated, Wachovia Securities, LLC and First Union Capital Markets Corp. Paulette is licensed in 15 states.
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.
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.
Fee plus commission
1
2
WV
06/25/2005 - Present
Janney Montgomery Scott LLC (CHARLESTON WV)
PA
10/31/2003 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
MO
10/01/1999 - 11/05/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/31/1992 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 06/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paulette Street is the right advisor for you? Invested Better is here to help.