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Pamela Sue Helfer

Fairway Investment Group, LLC

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About Pamela Sue Helfer

Pamela Helfer is a registered investment advisor representative at Fairway Investment Group, LLC. Pamela has been in the securities industry since July 2022. Pamela is registered in Michigan. Pamela has passed the Series 7TO, SIE and Series 66 exams. Pamela specializes in providing investment advice to individuals and conducts educational seminars.

Firm Information

Pamela Helfer is currently registered with Fairway Investment Group, LLC. Fairway Investment Group, LLC is an investment advisor with 24 licensed agents and 23 investment advisor representatives. They manage approximately $51 million in assets for 523 individual clients. They offer educational seminars and portfolio management for individuals.

$51.00M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Pamela Helfer’s Registration & Firm History

MI

01/24/2024 - Present

Fairway Investment Group, LLC (MT. PLEASANT MI)

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Licenses & Designations

BOTH

Issued 01/02/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Pamela Sue Helfer. Review regulatory record here.
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