Bette Lynn Paez

Current Employers

Employment History

• 01/1995 → Present
  Self-Employed
  Shelton, CT
• 12/2010 → 08/2023
  Spc
  Ann Arbor, MI
• 08/2014 → 08/2023
  Parkland Securities, Llc
  Ann Arbor, MI
• 08/2023 → Present
  Lpl Financial
  Shelton, CT
• 08/2023 → Present
  Warner Wealth
  Madison, CT

Previous Registrations

• 2010-12-20 → 2023-08-02
  Spc
  Ann Arbor, MI
  Shelton, CT
• 2001-05-11 → 2010-12-31
  Msi Financial Services, Inc.
  Shelton, CT
  Shelton, CT

Other Businesses

1) 08/02/2023 - Warner Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/31/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 08/02/2023 - Warner Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/31/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 08/02/2023 - Bette Lynn Paez LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 07/31/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 4) 08/02/2023 - Freelance Technical Writer - Other -Non-Inv Rel - Shelton, CT - Start: 01/1/1995 - 0-5 Hrs/Mth - 1 Hrs During Trading. 5) 08/02/2023 - Warner Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/31/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 6) 11/18/2024 - Optimized Insurance Planning, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/25/2024 - 10 Hours per Month/ 5 Hours During Trading. 7) 07/15/2025 - Warner Wealth - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:04/01/2025 - 173 Hrs/Mth - 173 Hrs During Trading.I provide investment advisory services through Warner Wealth, an independent investment advisor firm. I started this business activity in 04/2025. I expect to spend approximately 173 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-14
• S63 Uniform Securities Agent State Law Examination
  2001-04-09

Designations