Unclaimed
Pamela Griffin Lawrence is a financial advisor at Morgan Stanley. Pamela has been in the financial services industry since September 1996 and has worked with Morgan Stanley since June 2009. Previously, Pamela worked at Goldman, Sachs & Co. Pamela holds a Series 3, 7, and 63 license. Pamela has over 25 years of experience working with a wide variety of clients including individuals, families, businesses, trusts, estates, and non-profit organizations. Pamela is committed to providing her clients with personalized financial advice and investment strategies that meet their specific needs and goals.
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
GA
06/01/2009 - Present
Morgan Stanley (ATLANTA GA)
GA
07/06/2000 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
NY
08/30/1996 - 06/07/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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