Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Marshall is a financial advisor with LPL Financial LLC. Pamela has been in the industry since 1998. She is registered in California, Texas, Arizona, Colorado, Connecticut, Idaho, North Carolina, Oregon, and has Series 7, Series 66, and SIE licenses. Pamela holds the Certified Financial Planner designation. Pamela has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and investment clubs.
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.
1
2
CA
06/08/2016 - Present
LPL Financial LLC (STUDIO CITY CA)
CA
11/14/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (STUDIO CITY CA)
CA
07/22/2002 - 11/18/2008
FSC SECURITIES CORPORATION (STUDIO CITY CA)
MO
09/08/2000 - 09/16/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
04/24/1998 - 09/12/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Pamela Marshall is the right advisor for you? Invested Better is here to help.
