Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Ruiz Talamantez is an investment advisor representative who has been working in the financial industry since 2010. Pamela is currently registered with Turtle Creek Wealth Advisors, LLC. Prior to that, Pamela worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Pamela has a background in financial planning and portfolio management. Pamela also has a focus on providing financial services to high-net-worth individuals and charitable organizations.
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.
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.
Estate planning and family governance
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
TX
05/02/2023 - Present
Turtle Creek Wealth Advisors, LLC (DALLAS TX)
TX
09/30/2021 - 04/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
01/02/2019 - 08/23/2021
KINGSWOOD CAPITAL PARTNERS, LLC (Dallas TX)
TX
10/31/2016 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
07/15/2013 - 10/31/2016
MORGAN STANLEY (SAN ANTONIO TX)
TX
04/30/2013 - 07/12/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
07/02/2012 - 10/18/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN ANTONIO TX)
TX
07/29/2010 - 05/23/2012
RIVERSTONE WEALTH MANAGEMENT, INC. (SAN ANTONIO TX)
BOTH
Issued 09/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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