Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Maybury is a financial advisor at United Planners' Financial Services of America A Limited Partner. Pamela has been in the financial services industry since 2001. Pamela is a registered representative with the state of California. Pamela has experience in various investment related fields including financial planning, pension consulting, and selection of other advisors. Pamela has also worked with previous firms including Securities America, Inc. and Securities Service Network, LLC.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/05/2022 - Present
United Planners' Financial Services OF America A Limited Partner (MEADOW VISTA CA)
CA
09/18/2020 - 12/31/2021
SECURITIES AMERICA, INC. (MEADOW VISTA CA)
CA
06/21/2012 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (CARMICHAEL CA)
CA
03/09/2009 - 06/29/2012
WOODBURY FINANCIAL SERVICES, INC. (CARMICHAEL CA)
CA
08/13/2008 - 03/11/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
11/07/2002 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
MO
03/13/2001 - 11/06/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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