Unclaimed
Pamela Rae Eggers is a financial advisor with over 16 years of experience in the financial services industry. Pamela has a deep understanding of the investment markets and a commitment to providing personalized financial advice to her clients. Pamela is currently registered with Packerland Brokerage Services, Inc. and has previously held positions with PRUCO SECURITIES, LLC. Pamela holds Series 6, 7, 24, 51, 63 and 65 licenses. Pamela is also a Certified Financial Planner. Pamela provides a range of financial services including financial planning, portfolio management, and retirement planning.
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.
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.
1
2
WI
11/17/2008 - Present
Packerland Brokerage Services, Inc. (PULASKI WI)
WI
06/21/2007 - 11/06/2008
PRUCO SECURITIES, LLC. (APPLETON WI)
WI
05/31/2002 - 01/30/2007
PRUCO SECURITIES, LLC. (APPLETON WI)
IA
Issued 03/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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