Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Ann Brileya is a registered representative with UBS Financial Services Inc., operating out of the Rutland, Vermont branch. Pamela has been in the industry since December 1999, having previously worked with CITIGROUP GLOBAL MARKETS INC. in the same city. Pamela is licensed to offer financial services in fourteen states, including California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Michigan, Missouri, New Hampshire, New York, North Carolina, Oregon, Utah, and Vermont. Pamela is a Series 7 and Series 66 licensed holder, has passed the Securities Industry Essentials Exam (SIE) and is qualified to provide specialized advice to individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Pamela Ann Brileya is affiliated with UBS Financial Services Inc., a firm with over $702 billion in assets under management, and specializes in portfolio management for businesses and individuals, financial planning, pension consulting, publication of periodicals, and selection of other advisers.
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.
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.
See schedule d - miscellaneous
1
2
VT
04/21/2009 - Present
UBS Financial Services Inc. (RUTLAND VT)
VT
12/23/1999 - 04/06/2009
CITIGROUP GLOBAL MARKETS INC. (RUTLAND VT)
BOTH
Issued 01/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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