Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Annette Glaser is a financial advisor with over 30 years of experience in the financial services industry. Pamela has held various positions with several firms, including Edward D. Jones & Co., L.P. and Stifel, Nicolaus & Company, Incorporated. Pamela is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative and Investment Advisor Representative. Pamela holds Series 7, 31, and 65 licenses as well as Series 63. Pamela's areas of focus include financial planning, portfolio management, and investment consulting services to institutional clients. Pamela is committed to providing her clients with personalized financial advice and guidance.
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.
Investment consulting services to institutional clients
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
MO
10/17/2019 - Present
Wells Fargo Clearing Services, LLC (CLAYTON MO)
MO
07/14/1998 - 10/25/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLAYTON MO)
MO
01/03/1989 - 01/27/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 08/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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