Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Basse, a Certified Financial Planner, has been in the industry since 1998. Pamela works as an Investment Advisor Representative for Kestra Advisory Services, LLC, which is based in Austin, TX. Pamela previously worked for RAYMOND JAMES FINANCIAL SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., NATHAN & LEWIS SECURITIES, INC. and PUTNAM RETAIL MANAGEMENT, INC.. Pamela has worked for Kestra Investment Services, LLC since 2008 and NFP Corporate Services since 2014. Pamela is licensed in 35 states. She is registered to provide financial planning and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/09/2016 - Present
Kestra Advisory Services, LLC (NORWELL MA)
MA
04/29/2005 - 02/19/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
SC
05/02/2001 - 05/03/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
11/08/2000 - 03/16/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
01/30/1998 - 07/11/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
IA
Issued 01/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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