Unclaimed
Pamela Kramer is a financial advisor who has been in the industry since 2000. Pamela has been registered with Commonwealth Financial Network since 2023 and prior to that worked with ProEquities, Inc. Pamela's expertise includes investment company products/variable contracts, securities industry essentials, and securities law. Pamela specializes in providing financial advice to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.
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.
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.
1
2
ME
05/22/2023 - Present
Commonwealth Financial Network (CUMBERLAND FORESIDE ME)
ME
05/13/2003 - 12/08/2011
PROEQUITIES, INC. (GORHAM ME)
MO
12/01/2000 - 05/19/2003
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
AL
05/15/2000 - 12/31/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 07/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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