PF
PF

Paula Feinberg

25 Years of Experience
Stamford, CT
BrokerSells Insurance

Paula Feinberg is a registered investment advisor, based in Stamford, CT, with 25 years of industry experience.

Location

400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Paula is an Investment Adviser at Steward Partners Investment Advisory LLC, providing wealth management services. She is also an agent for Steward Partners Global Advisory, installing non-variable insurance products, and serves on the advisory committee for St. Rita's Catholic Community. These activities take minimal time.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2020 - May 2022 · 1 yr 11 mos
Raymond James & Associates, INC.Broker
October 2013 - June 2020 · 6 yrs 8 mos
Raymond James & Associates, INC.
October 2013 - June 2020 · 6 yrs 8 mos
Morgan Stanley
June 2009 - October 2013 · 4 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2013 · 4 yrs 4 mos
Citigroup Global Markets INC.
April 2002 - June 2009 · 7 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2002 - June 2009 · 7 yrs 5 mos
Citicorp Investment ServicesBroker
November 2000 - February 2002 · 1 yr 3 mos
State Registrations7 states
CAFLKSNCNMOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.