Unclaimed Profile

Paula Marie Rezza

PARTNERVEST ADVISORY SERVICES LLC·SANTA BARBARA, California

SIE, Series 7, Series 63, Series 65Clean record25 years registeredPARTNERVEST ADVISORY SERVICES LLC

360 S. HOPE AVENUE, SANTA BARBARA, CA 93105CRD# 2483608Firm CRD# 113621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paula Marie Rezza · SANTA BARBARA, CA

Registration

CRD #2483608 · PARTNERVEST ADVISORY SERVICES LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARTNERVEST ADVISORY SERVICES LLC

ANFIELD CAPITAL MANAGEMENT, LLC

Jan 2017 – Jan 2018

NEWPORT BEACH, CA

ELYSIAN CAPITAL

Sep 2016 – Oct 2019

RANCHO SANTA MARGARITA, CA

NEWPORT COAST ASSET MANAGEMENT

Mar 2016 – Sep 2016

chicago, IL

MBSC SECURITIES CORPORATION

Sep 2008 – Nov 2014

CHICAGO, IL

UBS FINANCIAL SERVICES INC.

Jul 2001 – Jan 2004

WEEHAWKEN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 25, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARTNERVEST ADVISORY SERVICES LLC

CRD 113621 · SEC 801-62795

AUM

$135K

Regulatory assets under management

Employees

8 client accounts

Services offered by PARTNERVEST ADVISORY SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PARTNERVEST ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Paula Marie Rezza offer?

Paula Marie Rezza specializes in Investment Management.

What are Paula Marie Rezza's credentials?

Paula Marie Rezza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paula Marie Rezza located?

Paula Marie Rezza is based in SANTA BARBARA, California, last registered with PARTNERVEST ADVISORY SERVICES LLC.

How does Paula Marie Rezza charge for services?

Paula Marie Rezza's firm is compensated through other: none. see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARTNERVEST ADVISORY SERVICES LLC?

PARTNERVEST ADVISORY SERVICES LLC has approximately 4 employees and manages $135K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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