Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Shields Cole is an investment advisor representative at Cambridge Investment Research Advisors, Inc. in Buena Vista, Virginia. Pamela has been in the industry since 1985 and has a wide range of experience in providing investment advice to individuals, corporations, and institutions. Pamela has held registrations with multiple firms including Tower Square Securities, Inc., SunTrust Investment Services, Inc., United Brokerage Services, Inc, Capital Brokerage Corporation, Scott & Stringfellow, Inc. and Forth Financial Securities, Corporation, JMC Financial Corporation. Pamela is also registered with the state of Virginia as an investment advisor representative. Pamela is committed to providing her clients with personalized investment advice and 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
09/30/2011 - Present
Cambridge Investment Research Advisors, Inc. (BUENA VISTA VA)
VA
12/06/2010 - 10/11/2011
TOWER SQUARE SECURITIES, INC. (BUENA VISTA VA)
VA
12/09/2009 - 12/06/2010
SUNTRUST INVESTMENT SERVICES, INC. (LEXINGTON VA)
VA
01/05/2004 - 12/11/2009
TOWER SQUARE SECURITIES, INC. (BUENA VISTA VA)
VA
01/22/2009 - 02/17/2009
UNITED BROKERAGE SERVICES, INC (BUENA VISTA VA)
VA
10/05/1998 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
07/01/1998 - 09/22/1998
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
12/01/1997 - 08/03/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
02/28/1985 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
MA
01/26/1993 - 02/16/1993
JMC FINANCIAL CORPORATION (BOSTON MA)
IA
Issued 05/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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