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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Harrison is a financial advisor with Secure Asset Management, LLC, based in Troy, MI. Pamela Harrison has been working in the financial services industry since 2004, and holds the Series 66, Series 7 and Series 6TO licenses. Pamela Harrison provides financial planning, pension consulting, and portfolio management services to individuals. Pamela Harrison also selects other advisors for clients. Pamela Harrison has experience working with high-net-worth individuals and individuals other than high-net-worth. Pamela Harrison also manages assets, provides advice, and performs standard duties as a financial advisor for Harrison Financial, a DBA, in Simpsonville, SC.
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.
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.
Solicitor for 3rd party money managers
1
2
MI
04/30/2024 - Present
Secure Asset Management, LLC (TROY MI)
SC
08/10/2021 - 04/24/2024
SCF SECURITIES, INC. (Simpsonville SC)
NY
01/10/2017 - 08/12/2021
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (New York NY)
NY
04/17/2014 - 02/09/2017
MORGAN STANLEY (NEW YORK NY)
SC
11/28/2011 - 04/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARTANBURG SC)
SC
06/23/2011 - 11/23/2011
NYLIFE SECURITIES LLC (DUNCAN SC)
SC
06/09/2009 - 11/12/2010
PRUCO SECURITIES, LLC. (COLUMBIA SC)
SC
02/22/2007 - 08/06/2008
COLONY PARK FINANCIAL SERVICES LLC. (GREENVILLE SC)
SC
04/05/2004 - 01/31/2007
CANTELLA & CO., INC. (GREENVILLE SC)
BOTH
Issued 10/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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