Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Middleton is a financial advisor with over 30 years of experience in the financial services industry. Pamela has been registered with the Securities and Exchange Commission (SEC) since 1983 and holds licenses in multiple states. Pamela currently works with Lincoln Investment and Capital Analysts. Pamela's areas of expertise include financial planning, portfolio management, insurance, and tax preparation. Pamela has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
03/27/2003 - Present
Lincoln Investment (ATLANTA GA)
CA
07/08/1993 - 05/08/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
07/13/1983 - 06/07/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/13/1983 - 06/07/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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