Unclaimed
Pamela Robinson is an Investment Advisor Representative who has been in the industry since November 2003. Pamela is currently registered with Cambridge Investment Research Advisors, Inc. and is based in Carrollton, Georgia. Pamela is also registered in Georgia as an Investment Advisor Representative.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
05/07/2008 - Present
Cambridge Investment Research Advisors, Inc. (CARROLLTON GA)
GA
11/26/2003 - 05/07/2008
NYLIFE SECURITIES LLC (CARROLLTON GA)
BOTH
Issued 03/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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