Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Kenaston is a financial advisor with Cadaret, Grant & CO., Inc. Pamela has been in the financial services industry since 2003. She is registered with the state of Nebraska as both a broker and an investment advisor representative. Pamela also holds Series 7 and Series 66 securities licenses and is a registered representative of Cadaret, Grant & CO., Inc. Pamela has extensive experience in providing financial advice to individuals, families, and businesses. Her areas of expertise include investment management, retirement planning, and estate planning.
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.
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.
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2
NY
10/20/2022 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NE
05/15/2020 - 10/20/2022
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
NE
05/16/2019 - 05/07/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
10/01/2014 - 04/01/2015
SECURITIES AMERICA, INC. (LAVISTA NE)
OH
03/25/2005 - 09/22/2014
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
OH
01/02/2004 - 11/29/2004
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
OH
04/05/1999 - 12/31/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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