linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Pamela J Diemert

Prosperity Capital Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Pamela? Claim Your Profile

About Pamela J Diemert

Pamela Diemert is a financial advisor with Prosperity Capital Advisors, with a focus on financial planning, portfolio management for individuals and businesses, and educational seminars. Pamela has been in the financial services industry since June 2016. Pamela holds Series 66, SIE, and Series 7 licenses. She is a licensed insurance agent and may offer fixed insurance products. In addition to Pamela's work at Prosperity Capital Advisors, she also provides financial services through The Chamberlin Group. Prior to joining Prosperity Capital Advisors, Pamela worked for Edward Jones. Pamela is a resident of Westlake, Ohio and is registered to conduct business in Missouri and Texas.

Firm Information

Pamela Diemert is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Pamela Diemert’s Registration & Firm History

OH

10/30/2023 - Present

Prosperity Capital Advisors (WESTLAKE OH)

MO

06/15/2016 - 05/30/2019

EDWARD JONES (ST LOUIS MO)

Not sure if Pamela J Diemert is right for you?

Licenses & Designations

BOTH

Issued 08/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pamela J Diemert.
Not sure if Pamela J Diemert is right for you?