Unclaimed
Pamela Zimmerman is a financial advisor with over 23 years of experience in the financial services industry. Pamela is registered with National Financial Services LLC and has held previous positions with FIDELITY BROKERAGE SERVICES LLC, PUTNAM RETAIL MANAGEMENT, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Pamela holds Series 6, 7, and 63 licenses and is a registered representative of National Financial Services LLC. Pamela is currently licensed in Rhode Island. Pamela's background allows her to provide clients with a broad range of financial services.
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.
1
2
RI
04/24/2007 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
11/29/2000 - 12/07/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
05/18/1999 - 11/29/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
MA
12/11/1998 - 04/08/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/11/1998 - 04/08/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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