Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Sarney is a financial advisor with over 40 years of experience in the industry. Pamela is registered with SPC in Michigan and Texas and is also a registered investment advisor in Arizona, California, Florida, Georgia, Illinois, Louisiana, Michigan, Nevada, Ohio, South Dakota, Texas, and Washington. Pamela has earned the Certified Financial Planner designation and holds Series 6, 7, and 63 licenses. Pamela specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and retirement plans.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/06/2010 - Present
SPC (NEW BALTIMORE MI)
MA
04/14/1986 - 12/31/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
10/13/1981 - 04/19/1986
FIRST INVESTORS CORPORATION
BC
Issued 08/19/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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