Unclaimed
Pamela Blodgett is a financial advisor with LPL Financial LLC based in Caledonia, MI. Pamela has been in the financial services industry since 1988 and has a strong background in investments, insurance, and financial planning. Pamela is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, and 63 licenses. Pamela provides financial services to individuals, families, and businesses. She is committed to helping clients achieve their financial goals through personalized advice and strategies. Pamela also has experience working with The Estate of Andrew D. Blodgett, a not-for-profit organization, and Integrated Resources Equity Corporation. Pamela's previous employment includes Jefferson Pilot Securities Corporation, Chubb Securities Corporation, Pruco Securities Corporation, MML Investors Services, Inc., and First Investors Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
01/02/2014 - Present
LPL Financial LLC (CALEDONIA MI)
MI
05/01/2006 - 12/19/2013
INVEST FINANCIAL CORPORATION (PORTAGE MI)
MI
04/04/1996 - 05/11/2006
JEFFERSON PILOT SECURITIES CORPORATION (OKEMOS MI)
IN
11/22/1994 - 12/31/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NJ
01/04/1994 - 12/14/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
08/11/1989 - 01/14/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/04/1988 - 08/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NJ
02/26/1987 - 03/08/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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