Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Farner is a financial advisor with over 12 years of experience in the financial services industry. Pamela is registered with Morgan Stanley in Los Angeles, CA and has prior experience with UBS Financial Services Inc. and J.P. MORGAN SECURITIES LLC. Pamela offers a range of services to individuals, high net worth individuals, corporations, investment clubs, insurance companies, charitable organizations, pension plans, and state or municipal government entities. These services include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management.
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
CA
05/10/2021 - Present
Morgan Stanley (Los Angeles CA)
NY
12/12/2013 - 04/08/2021
J.P. MORGAN SECURITIES LLC (New York NY)
CA
01/13/2009 - 12/16/2013
UBS FINANCIAL SERVICES INC. (LONG BEACH CA)
BOTH
Issued 07/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Pamela Farner is the right advisor for you? Invested Better is here to help.
