Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Marie Green is a financial professional with over 30 years of experience in the financial services industry. Pamela is currently registered with MML Investors Services, LLC as an Investment Advisor Representative. Pamela has held previous positions with USAA Investment Management Company. Pamela has a strong background in financial planning and portfolio management and is committed to providing her clients with personalized financial advice. Pamela holds the Series 6, Series 26, and Series 63 licenses. Pamela is a Chartered Financial Consultant. Pamela is committed to helping her clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
01/15/2008 - Present
MML Investors Services, LLC (San Antonio TX)
TX
09/27/1993 - 01/23/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
06/26/1986 - 10/28/1991
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 07/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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