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Pamela Joy Barber

Plante Moran Insurance Agency

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About Pamela Joy Barber

Pamela Joy Barber is a registered representative with Plante Moran Insurance Agency. Pamela has been in the industry since 2008 and holds the Series 27, SIE, and Series 99TO licenses. Pamela works with individual clients to develop financial plans that meet their needs and goals. She has extensive knowledge of retirement planning and is passionate about helping clients achieve financial security.

Firm Information

Pamela Barber is currently registered with Plante Moran Insurance Agency. Plante Moran Insurance Agency is a Limited Liability Company formed on November 22, 2002. The firm is registered in Colorado, Illinois, Michigan, and Ohio.

Not reported

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Pamela Barber’s Registration & Firm History

MI

02/12/2008 - Present

Plante Moran Insurance Agency (SOUTHFIELD MI)

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Licenses & Designations

BC

Issued 02/11/2008

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Joy Barber.
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