Paula Tavares is a registered investment advisor at Cetera Investment Advisers LLC, based in Taunton, MA, with 16 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14R Church Green, Taunton, MA, 02780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paula works as an administrative assistant for Sylvia Financial, Taunton Federal Credit Union, and Church Green Financial Services, dedicating full-time hours to Sylvia Financial and about a third of her time to the other two. She also serves as a secretary for St. James St. John School and a member of the Women's Fund, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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