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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 Rasmussen is a financial advisor who has been in the industry since 1999. She is currently registered with Morgan Stanley and has been with the firm since 2010. Previously, Pamela worked at Mesirow Financial, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wayne Hummer Investments L.L.C., E*TRADE SECURITIES LLC, and T. Rowe Price Investment Services, Inc. Pamela holds the Series 6, 7, 31, 63, and 65 licenses, as well as the SIE exam. She has a broad range of experience in financial planning, portfolio management, and investment advisory services. Pamela provides services to a wide variety of clients, including high-net-worth individuals, corporations, institutions, and retirement 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
09/28/2016 - Present
Morgan Stanley (Chicago IL)
IL
07/28/2008 - 11/30/2010
MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)
IL
04/02/2007 - 08/05/2008
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
05/06/2005 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
IL
05/19/2003 - 04/15/2005
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
NJ
03/01/2002 - 05/09/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
05/24/2000 - 02/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
01/14/1998 - 04/16/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 06/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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