Unclaimed
Pamela Marie Echegaray is a financial advisor with TLG Advisors, Inc. in Littleton, CO. Pamela has been in the financial industry since 2005 and has experience working with individuals, corporations, and other businesses. Pamela specializes in providing financial planning and investment advice and is registered to conduct business in California and Minnesota.
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.
Placement of institutional funds
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
CO
06/29/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
06/25/2009 - 05/02/2019
QUESTAR CAPITAL CORPORATION (SACRAMENTO CA)
NE
01/23/2009 - 05/14/2009
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
01/14/2008 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
11/17/2004 - 11/14/2007
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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