Unclaimed
Pamela Sue Campbell is a registered representative with Cambridge Investment Research Advisors, Inc. with a branch office located in Springfield, Ohio. Pamela has been in the industry since February 16, 2001 and is registered to provide investment advice in Ohio. Pamela has experience with multiple firms including CUNA Brokerage Services, Inc. and IFG Network Securities, Inc.. Pamela holds Series 7 and 65 licenses and specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Pamela's experience and expertise are combined with the support of Cambridge Investment Research Advisors, Inc. to provide comprehensive financial solutions for individuals, families, and businesses.
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
OH
12/02/2011 - Present
Cambridge Investment Research Advisors, Inc. (SPRINGFIELD OH)
OH
02/20/2002 - 12/06/2011
CUNA BROKERAGE SERVICES, INC. (SPRINGFIELD OH)
GA
11/10/2000 - 11/12/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 08/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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