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Pamela Miller-gonzales is a registered Investment Advisor Representative (IAR) with SCF Investment Advisors, Inc. She has been in the industry for over 28 years and has worked with a variety of clients including individuals, corporations, high-net-worth individuals, and charitable organizations. Pamela has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Integral Investment Advisors, Inc., and SCF Investment Advisors, Inc.. Pamela holds a Series 63 and Series 65 license as well as Series 7 and SIE licenses. Pamela offers financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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CA
04/14/2023 - Present
SCF Investment Advisors, Inc. (Hughson CA)
CA
02/20/1995 - 03/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)
IA
Issued 01/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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