Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Potter Matthews is an investment advisor representative with Ameriprise Financial Services, LLC. Pamela has been in the industry since 1990 and is registered in 21 states and the District of Columbia. Pamela offers financial planning, asset allocation, and investment management services to individuals, businesses, trusts, estates, and charitable organizations. Pamela's previous experience includes working at Ameriprise Advisor Services, Inc. and Citigroup Global Markets Inc.
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.
Asset allocation services
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
CA
10/05/2009 - Present
Ameriprise Financial Services, LLC (San Jose CA)
IL
01/16/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (OAKBROOK TERRACE IL)
IL
07/31/1993 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
NY
05/22/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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