Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Kay Russell is a financial professional with over 15 years of experience in the industry. Pamela is currently registered with Equity Services, Inc. and has also previously been affiliated with firms such as SAGEPOINT FINANCIAL, INC., NYLIFE SECURITIES LLC, and METLIFE SECURITIES INC. Pamela holds Series 6, 63 and 65 licenses, along with the SIE. Pamela specializes in a variety of investment areas, including retirement planning, college savings, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
03/09/2018 - Present
Equity Services, Inc. (MIDDLETOWN DE)
DE
08/20/2014 - 02/12/2016
SAGEPOINT FINANCIAL, INC. (MIDDLETOWN DE)
DE
03/19/2012 - 08/18/2014
NYLIFE SECURITIES LLC (WILMINGTON DE)
DE
09/09/2003 - 10/20/2011
METLIFE SECURITIES INC. (NEWARK DE)
DE
09/09/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEWARK DE)
BC
Issued 12/04/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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