Unclaimed
Pamela Morris is a registered representative with Key Investment Services LLC, based in Eugene, OR. Pamela holds a Series 6 and Series 63 license, and has been in the financial services industry since 2013. Prior to joining Key Investment Services, Pamela was with NYLIFE Securities LLC. Pamela specializes in providing portfolio management services for individuals, and works with a variety of clients, including high net worth individuals, corporations, and individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
10/26/2016 - Present
KEY Investment Services LLC (Eugene OR)
OR
04/25/2013 - 09/02/2016
NYLIFE SECURITIES LLC (EUGENE OR)
BC
Issued 05/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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