Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Flournoy is a financial advisor with over 19 years of experience in the industry. Pamela is currently registered with LPL Financial LLC and has been with the firm since August 2007. Pamela is a CERTIFIED FINANCIAL PLANNER™ professional. Pamela holds Series 66, Series 7 and SIE securities licenses and is registered in 13 states. Prior to working at LPL Financial LLC, Pamela was registered with Waddell & Reed, Inc. from August 2004 to August 2007.
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.
Consulting and other non-discretionary advisory 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.
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.
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CA
08/17/2007 - Present
LPL Financial LLC (SAN JOSE CA)
CA
08/27/2004 - 08/24/2007
WADDELL & REED, INC. (CAMPBELL CA)
BOTH
Issued 09/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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