Unclaimed
Pamela Rigsby is a financial advisor who has been in the industry since 1994. Pamela is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2009. Prior to that, Pamela was with WELLS FARGO ADVISORS, LLC from 2008 to 2009 and A. G. EDWARDS & SONS, INC. from 1997 to 2008. Pamela holds a variety of licenses and registrations, including Series 63, 65, 7, 10, 9, 53, 4, 24, and SIE. Pamela is a Certified Financial Planner and has extensive experience in financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
09/29/2020 - Present
Raymond James Financial Services Advisors, Inc. (RALEIGH NC)
NC
01/01/2008 - 11/03/2009
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
NC
03/10/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
TX
07/11/1996 - 03/26/1997
WALL AND COMPANY SECURITIES, INC. (FRISCO TX)
MO
01/24/1994 - 07/05/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/11/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/23/1996
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Pamela Rigsby is the right advisor for you? Invested Better is here to help.