Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Susan Davis is an investment advisor representative with Alera Investment Advisors, LLC. Pamela has been in the securities industry since December 1985. Pamela has been with Alera Investment Advisors, LLC since November 2017. Pamela is also a registered representative with Triad Advisors, Inc. Pamela is registered to provide investment advisory services in Illinois and Texas. Pamela has a variety of designations and certifications including a Chartered Financial Consultant. Pamela's focus is on providing financial planning, retirement planning and investment management services to clients.
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.
1
2
IL
04/19/2018 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
11/06/2017 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
07/14/1988 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
NA
12/11/1985 - 07/19/1988
CONSOLIDATED RESOURCES, INC.
BC
Issued 12/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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