Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Gerrish Nelson is a financial advisor who has been in the industry since 1990. She is currently registered with Edward Jones in Jacksonville, FL. Pamela has been with Edward Jones since 2007. Previously, Pamela held positions at various financial firms including Banc of America Investment Services, Inc., Barnett Investments, Inc., JMC Financial Corporation, Liberty Securities Corporation, and Pamco Securities and Insurance Services. Pamela is a registered representative and investment advisor. She holds a Series 63 and Series 65 licenses. Pamela also holds several principal licenses including Series 4, Series 24, Series 26, and Series 53. Pamela offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and trusts.
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.
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.
See schedule d - miscellaneous
1
2
FL
01/17/2019 - Present
Edward Jones (Jacksonville FL)
FL
04/01/1998 - 06/27/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (JACKSONVILLE BEACH FL)
FL
01/27/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
02/14/1992 - 01/30/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
NY
08/01/1991 - 01/06/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
06/28/1990 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
IN
10/03/1989 - 08/24/1990
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 08/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1996
Series 4 - Registered Options Principal Examination
BC
Issued 03/28/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 04/13/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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