Unclaimed
Pamela Espinosa is an Investment Advisor Representative at Kestra Advisory Services, LLC. Pamela has been in the financial services industry since April 7, 2011. Pamela is licensed to provide investment advisory services in 22 states and has a Series 7, Series 66, and SIE license. Pamela is also a registered representative for Kestra Investment Services, LLC.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
11/01/2017 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NM
04/07/2011 - 11/02/2017
SII INVESTMENTS, INC. (ALBUQUERQUE NM)
BOTH
Issued 05/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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