Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Jean Destefano is an active advisor in the financial industry since June 1997. Pamela Destefano is registered in Massachusetts as both a Broker-Dealer and an Investment Advisor. Pamela Destefano is currently associated with Eagle Strategies LLC. Pamela Destefano holds several licenses including Series 7, Series 63, Series 65 and Series 66. Pamela Destefano has held previous positions with firms such as Ameritas Investment Corp., Prudential Securities Incorporated and 20/20 Financial Advisors of Daytona Beach, LLC.
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.
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.
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2
MA
05/09/2024 - Present
Eagle Strategies LLC (WALTHAM MA)
FL
02/17/2011 - 10/09/2017
AMERITAS INVESTMENT CORP. (Daytona Beach FL)
NY
02/14/2000 - 10/02/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/26/1994 - 02/17/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 5/1/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/7/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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