Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulette? Claim Your ProfilePaulette Greenwell is a financial advisor with over 25 years of experience. Paulette is registered with Roffman Miller Associates Inc. in Pennsylvania and Texas. Paulette has a Series 65 license and a Series 2 license. Paulette is also a Chartered Financial Analyst. Paulette specializes in financial planning and portfolio management for individuals 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
PA
05/26/2004 - Present
Roffman Miller Associates Inc. (PHILADELPHIA PA)
IA
Issued 08/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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