Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Pearson is a financial advisor with over 38 years of experience in the financial services industry. She currently works for Osaic Wealth, Inc., providing financial planning and investment management services to a wide range of clients, including individuals, families, corporations, and charitable organizations. Pamela has earned several professional designations, including Certified Financial Planner. Pamela has a strong track record of providing high-quality financial advice and is committed to helping clients achieve their financial goals.
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.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (GARDEN CITY NY)
IL
01/10/1995 - 12/02/2004
PMG SECURITIES CORPORATION (ELGIN IL)
PA
11/12/1986 - 01/20/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
10/12/1981 - 01/28/1983
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 08/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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