Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Chasin is a financial advisor with Morgan Stanley and has been in the financial industry since 1999. Pamela has a wide range of experience in the industry, having worked for several different firms including UBS Financial Services Inc., UBS Securities LLC, and J.P. Morgan Securities Inc. Pamela is licensed to provide investment advice in multiple states, including New York, New Jersey, Connecticut, and Texas. Pamela is also registered as an Investment Advisor Representative with Morgan Stanley, which allows her to provide investment advisory services to individuals, families, and businesses. Pamela is committed to providing personalized financial advice and helping her clients reach 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.
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
NY
10/02/2020 - Present
Morgan Stanley (Jericho NY)
NY
10/03/2013 - 10/13/2020
UBS FINANCIAL SERVICES INC. (GARDEN CITY NY)
NY
11/30/2009 - 09/30/2011
UBS SECURITIES LLC (NEW YORK NY)
NY
02/05/2001 - 09/03/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/29/1996 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 10/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1996
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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