Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Vanone is an investment advisor representative at Kestra Advisory Services, LLC, with over 20 years of experience in the financial services industry. Pamela has a strong track record of helping clients achieve their financial goals, and is committed to providing personalized advice and guidance. Pamela holds the Series 3, 7, and 66 licenses, and the Securities Industry Essentials (SIE) designation. Pamela is registered to offer investment advisory services in Arizona, California, Florida, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah, Virginia, and Washington. Pamela has worked at Kestra Investment Services, LLC and NFP Securities Inc in the past. Pamela is also registered with Magis Advisory Group, LLC and provides consulting and investment advisory services through Kestra Advisory Services, LLC. Pamela is committed to helping her clients achieve their financial goals, and is committed to providing personalized advice and guidance.
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.
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
OH
04/29/2016 - Present
Kestra Advisory Services, LLC (TWINSBURG OH)
OH
01/05/2004 - 10/17/2006
A. G. EDWARDS & SONS, INC. (FAIRLAWN OH)
WI
06/13/2003 - 01/20/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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