Unclaimed
Pamela Nachnani is a financial professional with over 25 years of experience in the industry. Currently, Pamela is a Registered Representative with Bofa Securities, Inc., where she has been employed since May 2019. Before joining Bofa Securities, Pamela worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Pamela is licensed to conduct business in the District of Columbia and holds Series 7, Series 63 and Series 65 licenses. Pamela is a strong advocate for her clients' financial needs and is committed to helping them 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.
Research-related 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.
Negotiated fees for research-related services
1
2
DC
05/10/2019 - Present
Bofa Securities, Inc. (WASHINGTON DC)
DC
03/14/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
DC
05/29/2007 - 12/13/2012
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
11/08/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
NY
07/01/1999 - 11/18/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/14/1995 - 06/29/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/07/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2018
Series 7 - General Securities 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
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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