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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Byrd is a financial advisor with over 20 years of experience in the financial services industry. Pamela has worked with Ameriprise Financial Services, LLC since 2024. Previously, Pamela was a financial advisor for Wells Fargo Advisors, LLC and Wachovia Securities, Inc.. Pamela holds Series 63, 65, 7, 9, 10, 99TO and SIE licenses and is registered in Arizona, Arkansas, Massachusetts, New Mexico, Oklahoma, Texas and Utah. Pamela works with a variety of clients, including individuals, families, businesses, and trusts. Pamela provides a range of financial services, including financial planning, investment management, and retirement planning. Pamela's primary focus is on providing personalized financial advice to help her 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.
Asset allocation services
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
TX
09/16/2024 - Present
Ameriprise Financial Services, LLC (Dallas TX)
NC
03/21/2007 - 07/25/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MO
07/01/2004 - 03/16/2005
SCOTTRADE, INC. (ST. LOUIS MO)
MO
04/11/2002 - 05/20/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NJ
03/09/2001 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
IA
Issued 01/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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