Paula Jo Noble
Professional Summary
Paula Jo Noble, who also goes by Paula Jo Schaffer, is a registered financial advisor currently at CNL SECURITIES CORP. located in Orlando, Florida. Paula is registered as a RR (Registered Representative) and started their career in finance in 2013. Paula has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paula Jo Schaffer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
CENTENNIAL INVESTMENT COMPANY | CNL SECURITIES CORP. | CNL INVESTMENT COMPANY | CNL
Contact Information
Main Address
450 South Orange Avenue Suite 1400, Orlando, FL 32801Mailing Address
P.o Box 4920, Orlando, FL 32802-4920Phone Number
(407) 650-1000Established
Florida since 11/13/1979Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CNL FINANCIAL GROUP, INC. | PARENT COMPANY OF CNL SECURITIES CORP. | — |
| BOYCE, KATHLEEN ANNE | CHIEF COMPLIANCE OFFICER | 3086688 |
| HELMS, BRACKSTON EDWARD | CO-PRESIDENT | 2730942 |
| MUJA, GZIM | CO-PRESIDENT | 2916434 |
| MUJA, GZIM | NATIONAL SALES DIRECTOR | 2916434 |
| TURNER, TRACY JEANNE | CHIEF FINANCIAL OFFICER, FINOP & TREASURER | 6122300 |
Disclosures
Regulatory Event
1Similar Advisors
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AMERIPRISE FINANCIAL SERVICES, LLC
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/30/2019)
(3/11/2024)
(3/11/2024)
(5/30/2019)
(3/11/2024)
(3/6/2024)
(5/30/2019)
(3/6/2024)
(5/9/2013)
(5/30/2019)
(3/11/2024)
(3/11/2024)
(3/11/2024)
(3/11/2024)
(3/11/2024)
(5/30/2019)
(3/11/2024)
(3/6/2024)
(5/30/2019)
(5/30/2019)
(3/11/2024)
(3/11/2024)
(3/6/2024)
(1/2/2024)
(3/11/2024)
(3/11/2024)
(3/11/2024)
(3/6/2024)
(3/6/2024)
(3/11/2024)
(1/2/2024)
(5/30/2019)
(3/11/2024)
(3/11/2024)
(3/11/2024)
(3/11/2024)
(3/6/2024)
(3/6/2024)
(5/30/2019)
(3/11/2024)
(5/30/2019)
(3/11/2024)
(3/11/2024)
(3/6/2024)
(5/30/2019)
(3/11/2024)
(5/30/2019)
(3/11/2024)
(3/11/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Paula Jo Noble's CRS (Customer Relationship Summary).
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