Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Miller is a financial advisor at Raymond James & Associates, Inc. with over 30 years of experience in the financial services industry. Pamela has been registered with the Securities and Exchange Commission (SEC) since 1993 and holds a Series 7, Series 63 and SIE license. Prior to joining Raymond James & Associates, Inc., Pamela worked at UBS Financial Services Inc., Citigroup Global Markets Inc., Prudential Securities Incorporated and PaineWebber Incorporated. Pamela specializes in providing financial advice to individuals, corporations, 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.
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.
Please see note in schedule d - miscellaneous
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
FL
05/15/2018 - Present
Raymond James & Associates, Inc. (SARASOTA FL)
FL
03/25/2009 - 05/15/2018
UBS FINANCIAL SERVICES INC. (SARASOTA FL)
FL
11/12/1996 - 04/09/2009
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
NY
04/23/1993 - 10/04/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/28/1993 - 04/07/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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