Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Wesley is a registered investment advisor representative with Ameriprise Financial Services, LLC. Pamela has been in the financial services industry since 2011. Pamela has passed the Series 7 and Series 66 exams. Pamela is registered in Arizona, Florida, Indiana, Michigan, New York, and Virginia. Pamela is also a registered Investment Advisor in Michigan. Pamela has experience providing financial advice to individuals, businesses, trusts, and estates. Pamela's experience with Ameriprise Financial Services, LLC. includes 6 years of experience providing financial planning, investment management, and pension consulting services to clients. Prior to working with Ameriprise Financial Services, LLC, Pamela worked with Cambridge Investment Research, Inc. Pamela is also licensed to sell insurance.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MI
10/14/2016 - Present
Ameriprise Financial Services, LLC (BATTLE CREEK MI)
MI
03/02/2011 - 10/28/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (KALAMAZOO MI)
BOTH
Issued 04/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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