Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richelle? Claim Your ProfileRichelle Paulsen is a financial advisor who has been in the industry since March 20, 2009. Richelle has a background in securities and holds Series 7, Series 24, and SIE licenses. Richelle is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, and Cetera Advisor Networks LLC. Richelle is a dedicated financial professional with a commitment to providing personalized advice and guidance to her clients.
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.
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.
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2
CA
08/07/2014 - Present
Cetera Advisors LLC (EL SEGUNDO CA)
CA
03/10/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
03/10/2017 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
03/10/2017 - 11/01/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
02/12/2008 - 06/06/2013
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BC
Issued 06/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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