Unclaimed
Pamela Samsey is a financial advisor with over 20 years of experience in the industry. Pamela is currently registered with J.p. Morgan Securities LLC in Columbus, Ohio. Prior to this, Pamela worked at Robert W. Baird & Co. Incorporated, LPL Financial LLC, Ameriprise Financial Services, Inc., JPMorgan Distribution Services, Inc., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and Nationwide Investment Services Corporation. Pamela provides financial planning, pension consulting, and portfolio management for individuals and businesses. Pamela also serves as a Registered Representative and Investment Advisor Representative for the firm.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
09/10/2024 - Present
J.p. Morgan Securities LLC (Columbus OH)
WI
03/23/2020 - 08/12/2024
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
06/17/2013 - 04/13/2020
LPL FINANCIAL LLC (COLUMBUS OH)
OH
10/29/2008 - 01/04/2013
AMERIPRISE FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
09/17/2007 - 10/10/2008
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
02/23/2006 - 09/17/2007
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
02/23/2006 - 07/27/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
OH
08/27/2001 - 12/13/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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