Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Pena is an investment advisor representative with Sequoia Financial Group, LLC. Pamela has been working in the financial industry since 2014. Previously, Pamela worked for Carson Wealth Management, Advisors Ahead, LPL Financial, LLC, Cetera Advisor Networks LLC, U.S. Bancorp Investments, Inc., and Fisher Investments. Pamela is registered with the state of South Carolina. Pamela holds the Series 66, Series 7, and SIE exams. Pamela specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
07/12/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
NE
11/04/2019 - 10/08/2021
U.S. BANCORP INVESTMENTS, INC. (BELLEVUE NE)
NE
01/17/2017 - 08/05/2019
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
07/06/2015 - 01/19/2017
LPL FINANCIAL LLC (OMAHA NE)
BOTH
Issued 01/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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