Unclaimed
Pamela Kouh has been a registered representative since 2001 and holds the Series 6, SIE, and 6TO licenses. Pamela's experience includes working at several well-known firms, including Vanguard Marketing Corporation and Wells Fargo Advisors, LLC. Currently, Pamela is registered with SEI Investments Distribution Co. and is based out of the Oaks, Pennsylvania office.
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.
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.
1
2
PA
11/11/2022 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
09/18/2017 - 11/13/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
10/16/2014 - 09/18/2017
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
PA
10/01/2012 - 10/08/2014
WELLS FARGO ADVISORS, LLC (WASHINGTON CROSSING PA)
NC
04/21/2011 - 09/06/2012
ING FINANCIAL PARTNERS, INC. (CHARLOTTE NC)
PA
11/26/2008 - 12/07/2010
PACIFIC SELECT DISTRIBUTORS, INC. (W. CONSHOHOCKEN PA)
NJ
12/06/2007 - 11/24/2008
SII INVESTMENTS, INC. (PARSIPPANY NJ)
NJ
09/07/2007 - 11/20/2007
QUESTAR CAPITAL CORPORATION (VOORHEES NJ)
MN
10/22/2001 - 03/06/2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 09/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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