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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Anne Gold is a financial advisor with over 20 years of experience in the industry. Pamela is currently registered with Morgan Stanley. Pamela is a certified financial planner and holds various licenses, including Series 7, 9, 10, 24, 63, and 65. Previously, Pamela was associated with Citigroup Global Markets Inc. and Lincoln Financial Advisors Corporation. Pamela provides financial planning, investment advisory services, and portfolio management services to individual and institutional clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
05/05/2020 - Present
Morgan Stanley (West Hartford CT)
RI
10/26/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)
IN
08/03/2001 - 10/29/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/03/2001 - 10/29/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
12/03/1998 - 06/08/2000
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 01/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2006
Series 3 - National Commodity Futures Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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