Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Zell is a financial professional with over 20 years of experience in the financial services industry. Pamela is currently registered with Belpointe Asset Management LLC. Pamela has previously held positions with CROWN CAPITAL SECURITIES, L.P., SENTRA SECURITIES CORPORATION, and FIRST HEARTLAND CAPITAL, INC. Pamela holds Series 6, 7, 63, and 66 securities licenses and is a Certified Financial Planner. Pamela works with a variety of clients, including individuals, businesses, and charitable organizations. Pamela specializes in financial planning, portfolio management, and investment advisory services.
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
MO
01/02/2024 - Present
Belpointe Asset Management LLC (Chesterfield MO)
MO
06/09/2003 - 01/02/2024
CROWN CAPITAL SECURITIES, L.P. (Chesterfield MO)
AZ
11/10/2000 - 06/18/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MO
12/05/1997 - 03/29/2001
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
BOTH
Issued 10/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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