Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Agustin is a financial advisor at Steward Partners Investment Solutions, LLC in Portland, OR. Pamela has been working in the financial services industry since 2000 and has extensive experience helping clients reach their financial goals. She is registered with the state of Oregon and holds Series 7, 63, and 24 licenses. Pamela is committed to providing personalized financial advice and developing long-term relationships with clients.
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.
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2
OR
06/24/2014 - Present
Steward Partners Investment Solutions, LLC (PORTLAND OR)
OR
09/26/2007 - 06/09/2014
CETERA INVESTMENT SERVICES LLC (WILSONVILLE OR)
MN
04/05/2004 - 03/14/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
05/16/2000 - 04/13/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
06/22/1998 - 04/15/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BC
Issued 06/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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