Unclaimed
Pamela Price is a financial advisor with over 25 years of experience in the industry. Pamela is registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2016. Pamela has a wide range of experience, having previously worked at Wells Fargo Advisors, LLC and Prudential Securities Incorporated. Pamela specializes in providing financial advice to individuals and businesses, as well as offering a variety of financial planning services. Pamela is licensed to provide financial advice in a variety of states, including Florida, Texas, Arizona, California, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/28/2021 - Present
Raymond James Financial Services Advisors, Inc. (CLEARWATER FL)
FL
07/01/2003 - 01/08/2016
WELLS FARGO ADVISORS, LLC (CLEARWATER FL)
NY
02/19/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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