Unclaimed
Pamela Bruzinski is a financial advisor with over 20 years of experience in the financial services industry. Pamela currently works for David Lerner Associates, Inc. in their Westport, Connecticut office and holds Series 7, Series 63 and SIE licenses. Pamela also has prior experience working as a financial advisor at Neuberger Berman LLC. Pamela is registered with FINRA and the states of Connecticut and New York.
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.
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.
1
2
CT
09/10/2015 - Present
David Lerner Associates, Inc. (WESTPORT CT)
NY
12/17/1998 - 02/24/2014
NEUBERGER BERMAN LLC (NEW YORK NY)
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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