Unclaimed
Pamela Church is a financial advisor at Raymond James & Associates, Inc. with over 11 years of experience in the industry. Pamela has a strong background in financial services, having previously worked at Wells Fargo Clearing Services, LLC and First Clearing, LLC. Pamela holds the Securities Industry Essentials Examination (SIE) and Series 99 licenses. Pamela is a dedicated professional committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/21/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MO
08/13/2015 - 07/11/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
10/01/2012 - 08/18/2015
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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