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 Punkar is an active advisor registered with both FINRA and the SEC and has been in the industry since October 31, 1985. Pamela is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Pamela holds Series 3, 7, 63, and 65 licenses. Pamela has experience at SunTrust Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Pamela is licensed in 37 states and the District of Columbia. Pamela specializes in Portfolio Management for Individuals and Businesses. Pamela Ann Punkar is an experienced advisor with a diverse background.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
02/28/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VERO BEACH FL)
GA
01/29/1993 - 11/18/1993
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
03/22/1991 - 06/12/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/26/1984 - 10/08/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1991
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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