Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Missimer is a financial advisor at UBS Financial Services Inc. Pamela has over 30 years of experience in the financial services industry. Pamela has a Series 7 and Series 63 license and is registered to provide investment advice in 11 states. Pamela is able to provide investment advice to a wide range of clients, including individuals, corporations, and charitable organizations. Pamela specializes in financial planning, portfolio management, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
MD
03/24/1999 - Present
UBS Financial Services Inc. (BETHESDA MD)
NA
07/20/1994 - 02/25/1999
PAINEWEBBER INCORPORATED
NY
01/02/1990 - 07/22/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/15/1988 - 01/01/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
03/18/1988 - 07/30/1988
JW CHARLES SECURITIES, INC.
NA
01/26/1988 - 04/06/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
07/21/1987 - 10/28/1987
E. F. HUTTON & COMPANY INC
BC
Issued 07/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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