Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Regatuso is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management. Pamela has been in the financial services industry for over 20 years. Pamela is a Certified Financial Planner and holds the Series 63, Series 66, Series 7, and SIE licenses. Pamela has experience in providing financial planning, portfolio management, and educational seminars. Pamela specializes in working with individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
NJ
09/21/2022 - Present
Fidelity Personal AND Workplace Advisors (JERSEY CITY NJ)
CA
01/06/2006 - 01/03/2007
MORGAN STANLEY DW INC. (ORINDA CA)
MO
12/05/2003 - 01/11/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IN
08/24/2000 - 11/19/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/24/2000 - 11/19/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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