Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Reid Settlage is a financial advisor with Grove Point Advisors, LLC in Bethesda, Maryland. Pamela has been in the financial services industry since 1987 and has a strong track record of providing financial advice to individuals, families, and businesses. Pamela specializes in providing financial planning services, including retirement planning, college savings, and estate planning. Pamela also offers portfolio management services. Pamela is a Certified Financial Planner (CFP®) and holds the Series 7, Series 24, and Series 63 securities licenses. Pamela has been registered with the SEC as an Investment Advisor Representative since 2021.
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.
1
2
MD
01/01/2025 - Present
Grove Point Advisors, LLC (Bethesda MD)
VA
01/19/2001 - 02/21/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (VIENNA VA)
IN
01/19/2001 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/01/1993 - 12/22/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MD
09/24/1990 - 11/11/1993
H. BECK, INC. (ROCKVILLE MD)
NA
05/30/1990 - 09/28/1990
WASHINGTON BROKERAGE SERVICES, INC.
MD
04/29/1987 - 01/22/1990
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
IA
Issued 03/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 12/31/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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