Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela More is a registered Investment Advisor Representative in Arizona. Pamela has been in the industry since 1985 and holds Series 7, 63, 31, and SIE licenses. Pamela is affiliated with Six Sigma Wealth Advisors, LLC and is an Investment Advisor Representative of this firm. Pamela provides financial planning and portfolio management services to individuals and has been actively involved with the firm since 2017.
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.
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
AZ
12/26/2017 - Present
SIX Sigma Wealth Advisors, LLC (SCOTTSDALE AZ)
NC
01/03/2017 - 12/21/2017
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
AZ
08/01/2011 - 12/31/2016
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
MD
09/07/1995 - 08/11/2011
LPL FINANCIAL LLC (ROCKVILLE MD)
NJ
09/30/1992 - 08/31/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/16/1988 - 09/30/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
11/03/1987 - 05/21/1988
LEGG MASON WOOD WALKER, INCORPORATED
MD
01/23/1985 - 05/21/1988
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
IA
Issued 02/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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