Unclaimed
Pamela Marie Densmore is a financial professional with over 30 years of experience in the industry. Pamela is currently registered with Osaic Wealth, Inc. and has previously worked at SAGEPOINT FINANCIAL, INC., CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., HORNOR, TOWNSEND & KENT, INC., DEAN WITTER REYNOLDS INC., and LEHMAN BROTHERS INC. Pamela is licensed to provide financial advice to individuals, businesses, and trusts. Pamela has a strong track record of success in helping clients achieve their financial goals. Pamela is committed to providing her clients with personalized financial advice and service.
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.
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.
1
2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (FULLERTON CA)
CA
08/07/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
CA
11/01/2017 - 08/17/2020
CETERA ADVISOR NETWORKS LLC (FULLERTON CA)
CA
02/16/2012 - 11/01/2017
GIRARD SECURITIES, INC. (FULLERTON CA)
CA
02/02/2001 - 02/24/2012
HORNOR, TOWNSEND & KENT, INC. (FULLERTON CA)
NY
09/04/1991 - 07/29/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/19/1991 - 09/04/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1995
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Pamela Densmore is the right advisor for you? Invested Better is here to help.