Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Ghezzi is a financial advisor with Kovack Advisors, Inc. based in Altamonte Springs, FL. Pamela has been in the industry since 1995 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. She is registered with the Financial Industry Regulatory Authority (FINRA) as well as several states. Pamela offers a variety of financial advisory services, including financial planning, portfolio management, and selection of other advisors.
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.
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
FL
05/09/2017 - Present
Kovack Advisors, Inc. (ALTAMONTE SPRINGS FL)
FL
04/09/2015 - 05/15/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (ORLANDO FL)
FL
10/07/2011 - 02/27/2015
VALMARK SECURITIES, INC. (Lake Mary FL)
FL
03/23/1999 - 09/23/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (WINTER PARK FL)
NY
03/14/1995 - 03/17/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Pamela Ghezzi is the right advisor for you? Invested Better is here to help.
