Unclaimed
Pamela Markfort is a registered representative with Wells Fargo Advisors Financial Network, LLC. Pamela has been in the industry since November 1999. Pamela has a total of 10 state registrations, 1 FINRA registration and 1 SRO registration. Pamela has also passed the Series 6, Series 7, Series 63 and SIE exams. Pamela has held previous positions with Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
08/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BAXTER MN)
MN
08/17/2017 - 08/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BAXTER MN)
MN
03/06/2017 - 08/11/2017
WELLS FARGO CLEARING SERVICES, LLC (BRAINERD MN)
MN
08/06/2009 - 03/08/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRAINERD MN)
MN
11/22/1999 - 08/07/2009
INVEST FINANCIAL CORPORATION (BAXTER MN)
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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