Unclaimed
Pamela Wright is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Pamela has been in the securities industry since 1985. Pamela is registered with the state of Georgia and Texas. She has a Series 7, Series 63, and Series 66 license. Pamela is also a registered Investment Advisor in Georgia and Texas. She has a total of 37 approved state registrations and 2 approved IA registrations. Pamela has been with Merrill Lynch since January 1985. Pamela is a dedicated professional with a deep understanding of the financial markets. She is committed to providing her clients with the highest quality of service and advice.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
07/18/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
BOTH
Issued 09/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Pamela Wright is the right advisor for you? Invested Better is here to help.