Paula F. De Vos
Professional summary
Paula F. De Vos, CFP®, who also goes by Paula Francesca De Vos, Paula Francesca Mizelle, Paula Francesca Mizelle, is a registered financial advisor currently at SYNERGIST WEALTH ADVISORS located in Carmel, California.
Paula is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Paula has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paula F. De Vos's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
June 23, 2003 - Present
SYNERGIST WEALTH ADVISORS
Office #1: 3855 Via Nona Marie P.o. Box 1844, Carmel, CA 93921June 19, 2002 - May 15, 2003
WELLS FARGO INVESTMENTS, LLC
November 15, 2001 - May 15, 2003
WELLS FARGO INVESTMENTS, LLC
April 16, 2001 - November 9, 2001
J.P. MORGAN SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2003)
Exams
Current Firm
SYNERGIST WEALTH ADVISORS
CRD#: 127126 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 47,337,533 |
Red Flags
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Company Information
SYNERGIST WEALTH ADVISORS
CRD#: 127126Carmel, CA 93921TRUST BUT VERIFY
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