Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Heffner-lecher is a financial advisor at Morgan Stanley. Pamela has been working in the financial industry since September 9, 1992. Pamela is registered with both the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Pamela is licensed to sell securities in the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, and Washington. Pamela specializes in providing financial advice to individuals, businesses, and institutions. Pamela is also registered as an investment advisor in New York and Texas.
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
NY
02/07/2022 - Present
Morgan Stanley (Garden City NY)
NY
09/29/2004 - 04/26/2019
BUTLER CAPITAL PARTNERS (OLD WESTBURY NY)
NY
12/11/2002 - 05/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/21/1995 - 10/09/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
09/28/1994 - 05/09/1995
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
01/20/1986 - 11/16/1989
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NA
07/23/1985 - 11/29/1985
SHEARSON LEHMAN BROTHERS INC.
BOTH
Issued 12/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1994
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 Heffner-lecher is the right advisor for you? Invested Better is here to help.
