Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Flick is a financial advisor with over 18 years of experience in the industry. Pamela currently works at Obsidian Personal Planning Solutions, LLC, where she is a senior financial planning specialist. Pamela is also a Certified Financial Planner. Previously, Pamela worked for Triad Advisors LLC and National Planning Corporation. Pamela has a broad background in financial planning and investment advising. She can help clients with a variety of needs, including retirement planning, investment management, estate planning, insurance, and tax 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.
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
MD
11/02/2019 - Present
Obsidian Personal Planning Solutions, LLC (ROCKVILLE MD)
MD
08/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Rockville MD)
MD
05/12/2005 - 08/02/2017
NATIONAL PLANNING CORPORATION (ROCKVILLE MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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