Unclaimed
Pamela McWhorter is a financial advisor at Newbridge Financial Services Group, Inc. Pamela has been in the financial services industry since 1984. Pamela has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations and other clients. Pamela specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Promoter fees
1
2
VA
05/23/2024 - Present
Newbridge Financial Services Group, Inc. (SMITHFIELD VA)
VA
01/31/2018 - 04/01/2024
EDWARD JONES (Suffolk VA)
VA
07/01/2003 - 02/01/2018
WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)
NY
10/21/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
02/12/1985 - 10/25/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
10/12/1984 - 01/18/1985
SCOTT & STRINGFELLOW, INC.
NA
09/23/1983 - 06/11/1984
BROKERS SECURITIES, INC.
NA
07/14/1983 - 08/17/1983
ANDERSON & STRUDWICK, INCORPORATED
IA
Issued 07/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Pamela McWhorter is the right advisor for you? Invested Better is here to help.