Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Holton-byrd is a registered representative with Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the financial services industry. Pamela has a broad range of experience, including working at TD Securities (USA) LLC and Prager, Sealy & Co., LLC. Pamela is a Series 7, 50, 52, 53 and 63 licensed professional. Pamela specializes in serving individuals, families, corporations, investment companies, and pooled investment vehicles. Pamela has a strong commitment to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
09/17/2014 - Present
Stifel, Nicolaus & Company, Inc. (BETHESDA MD)
VA
03/30/2011 - 09/12/2014
TD SECURITIES (USA) LLC (VIENNA VA)
VA
04/11/2001 - 04/01/2011
PRAGER, SEALY & CO., LLC (GREAT FALLS VA)
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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