Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Calhoun is a financial advisor with Fidelity Personal and Workplace Advisors. Pamela is registered with the state of Georgia and the state of Texas and has been in the industry since 2003. Pamela has experience with a variety of firms including Cetera Investment Services LLC, Scottrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Pamela is licensed to provide financial services to individuals, businesses and trusts and estates.
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.
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.
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2
GA
08/03/2021 - Present
Fidelity Personal AND Workplace Advisors (SENOIA GA)
GA
04/09/2018 - 02/08/2021
CETERA INVESTMENT SERVICES LLC (NEWNAN GA)
GA
02/09/2007 - 03/09/2018
SCOTTRADE, INC. (PEACHTREE CITY GA)
NY
12/17/2004 - 07/01/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
02/06/2001 - 08/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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