Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Harlan Wilson is a registered investment advisor representative with Coppell Advisory Solutions LLC. Pamela is a seasoned financial professional with over 30 years of experience in the industry. Pamela has previously been registered with National Securities Corporation, Brookstreet Securities Corporation, Grattan Financial Securities, Inc., Linsco/Private Ledger Corp., California One, L. H. Alton & Company, Wesamerica Investment Company, and RL Kotrozo, Inc. Pamela is licensed to provide financial planning and investment advice to individuals, businesses, and high-net-worth clients.
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.
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.
1
2
CA
09/23/2022 - Present
Coppell Advisory Solutions LLC (Beverly Hills CA)
CA
07/30/2007 - 05/06/2013
NATIONAL SECURITIES CORPORATION (BEVERLY HILLS CA)
CA
09/24/2001 - 07/19/2007
BROOKSTREET SECURITIES CORPORATION (BEVERLY HILLS CA)
CA
01/19/1999 - 09/19/2001
GRATTAN FINANCIAL SECURITIES, INC. (SAN GABRIEL CA)
SC
09/04/1998 - 12/31/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
SC
09/05/1991 - 09/03/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
02/04/1991 - 07/23/1991
CALIFORNIA ONE
CA
07/23/1990 - 12/11/1990
L. H. ALTON & COMPANY (SAN FRANCISCO CA)
AZ
02/27/1990 - 07/05/1990
WESTAMERICA INVESTMENT COMPANY (SCOTTSDALE AZ)
NA
07/23/1985 - 03/06/1990
RL KOTROZO, INC.
IA
Issued 06/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Pamela Wilson is the right advisor for you? Invested Better is here to help.
