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Pamela E Minish

USI Advisors

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About Pamela E Minish

Pamela Minish is an Investment Advisor Representative at Usi Advisors. Pamela has been in the financial industry for over 20 years, with experience in both banking and investment management. Pamela has been a Chartered Financial Analyst for over 20 years, and she has a deep understanding of investment strategies and financial planning. Pamela is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Pamela Minish has extensive experience providing investment advice to a wide range of clients, including individuals, corporations, and charitable organizations. Pamela's specializations include retirement planning, college savings, and estate planning. Pamela is committed to helping her clients navigate the complex world of finance and make informed decisions about their financial future.

Firm Information

Pamela Minish is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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seminars and consultations

Seminars and consultations

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Pamela Minish’s Registration & Firm History

CT

10/26/2023 - Present

USI Advisors (GLASTONBURY CT)

CA

10/06/1994 - 01/31/1997

BA SECURITIES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 03/08/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pamela E Minish.
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