Paula Hart
Wealth Advisor at SteelPeak Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Newport Beach, California, United States, US
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Bio
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Credentials
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Notary Public
Notary Public for the State of CaliforniaJan, 2023- Nov, 2024 -
California Insurance License
California Department of InsuranceMay, 2011- Nov, 2024 -
Series 7
Financial Industry Regulatory Authority (FINRA)Feb, 1999- Nov, 2024 -
Series 66
NASAA
Experience
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SteelPeak Wealth
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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May 2023 - Present
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Signature Estate & Investment Advisors, LLC
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United States
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Financial Services
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100 - 200 Employee
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Client Service Associate
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Jul 2017 - May 2023
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Integrated Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Executive Client Service Associate
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Nov 2013 - Jul 2017
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Senior Registered Client Associate
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Oct 2009 - Sep 2013
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Senior Registered Client Service Associate
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Jun 1999 - Oct 2009
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Client Service Associate
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Jul 1997 - Jun 1999
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Community
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