Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela McCoy is an experienced financial advisor with over 30 years of experience in the financial services industry. Pamela joined Morgan Stanley in 2010 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc. Pamela holds the Series 7 and Series 63 licenses and is registered to provide investment advice in numerous states. Pamela specializes in providing financial advice to individuals, corporations, and institutions. Pamela’s clients benefit from her experience in asset allocation, financial planning, and investment management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
08/18/2010 - Present
Morgan Stanley (DOTHAN AL)
AL
09/28/2000 - 08/20/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOTHAN AL)
MO
10/02/1990 - 08/16/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
09/13/1988 - 06/08/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
CA
03/31/1988 - 09/13/1988
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NA
10/20/1987 - 01/26/1988
SACKS INVESTMENT COMPANY, INC.
NA
10/29/1986 - 10/01/1987
MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED
NA
08/21/1984 - 06/12/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 02/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Pamela McCoy is the right advisor for you? Invested Better is here to help.
