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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Thalund is a financial advisor with Fidelity Personal and Workplace Advisors. Pamela is a registered representative with FINRA and a registered investment advisor in both California and Texas. Pamela has been in the financial industry since 1990. Pamela specializes in portfolio management for individuals and businesses. She offers financial planning, educational seminars and selection of other advisors. Pamela's office is located in Walnut Creek, California.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/09/2019 - Present
Fidelity Personal AND Workplace Advisors (WALNUT CREEK CA)
NJ
04/25/2008 - 09/12/2012
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
03/06/1990 - 06/02/2006
TD AMERITRADE, INC. (NEW YORK NY)
NY
07/15/1996 - 01/23/1997
WASHINGTON DISCOUNT BROKERAGE CORP. (NEW YORK NY)
NY
02/28/1989 - 02/06/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/30/1988 - 01/19/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 02/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/19/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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