Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Bakos is an investment advisor representative at Bay Colony Advisors. Pamela has been in the financial services industry since 1984. Pamela is registered with the state of Massachusetts as an Investment Adviser Representative. Pamela previously worked at Winslow, Evans & Crocker, Inc., Wachovia Securities, LLC, A.G. Edwards & Sons, Inc., Paine Webber Incorporated, and L.F. Rothschild, Unterberg, Towbin, Inc. Pamela holds Series 63 and Series 65 licenses, as well as a Series 7 license. Pamela offers a range of financial planning, investment management, and other advisory services.
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.
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.
Platform fee from sub-advisers
1
2
MA
01/06/2014 - Present
BAY Colony Advisors (CONCORD MA)
MA
06/13/2008 - 01/02/2014
WINSLOW, EVANS & CROCKER, INC. (PEABODY MA)
MA
01/01/2008 - 06/30/2008
WACHOVIA SECURITIES, LLC (PEABODY MA)
MA
07/18/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PEABODY MA)
NJ
03/30/1989 - 07/19/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/25/1987 - 04/03/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/26/1984 - 01/29/1987
L. F. ROTHSCHILD, UNTERBERG, TOWBIN, INC.
IA
Issued 10/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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