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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Truemper is a financial advisor with Morgan Stanley. Pamela has been in the financial services industry since 2008. Pamela has experience with BOK Financial Securities, Inc. and Citigroup Global Markets Inc. Pamela is a registered representative in 46 states and the District of Columbia. Pamela holds Series 7, Series 63 and Series 65 licenses and the SIE exam. Pamela specializes in working with high-net-worth individuals, corporations, insurance companies, and charitable organizations. Pamela is committed to providing her clients with comprehensive financial advice and guidance. Pamela offers a variety of financial services, including investment management, financial planning, and retirement planning.
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
AR
08/10/2021 - Present
Morgan Stanley (Little Rock AR)
AR
02/03/2021 - 08/03/2021
BOK FINANCIAL SECURITIES, INC. (Little Rock AR)
AR
06/01/2009 - 02/02/2021
MORGAN STANLEY (LITTLE ROCK AR)
AR
05/12/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LITTLE ROCK AR)
AR
04/02/2008 - 05/01/2009
MORGAN KEEGAN & COMPANY, INC. (LITTLE ROCK AR)
IA
Issued 12/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
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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