Unclaimed
Paulina Greene Stone is a registered representative with Stifel, Nicolaus & Company, Inc. with over 12 years of experience in the securities industry. Paulina has been registered with Stifel, Nicolaus & Company, Inc. since 2009. Prior to joining Stifel, Nicolaus & Company, Inc., Paulina was a registered representative with UBS FINANCIAL SERVICES INC.. Paulina is a Series 7 and SIE licensed representative. Paulina is located at 577 MULBERRY STREET, SUITE 1200, POB 4783 & 4707, MACON, GA 31201.
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.
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2
GA
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (MACON GA)
GA
04/11/2007 - 08/14/2009
UBS FINANCIAL SERVICES INC. (MACON GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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