PC
PC

Paulette Callas

7 Years of Experience
King of Prussia, PA
Broker

Paulette Callas is a registered investment advisor, based in King of Prussia, PA, with 7 years of industry experience.

Location

150 S Warner Rd, Ste 200, King of Prussia, PA, 19406

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Truist Investment Services, INC.Broker
October 2024 - Present · 1 yr 7 mos
Truist Advisory Services, INC.
October 2024 - Present · 1 yr 7 mos
Truist Investment Services, INC.
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2019 - September 2024 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2019 - September 2024 · 5 yrs 6 mos
State Registrations1 state
PA
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.