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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Takacs is a financial advisor with over 30 years of experience in the industry. Pamela is a registered representative and investment advisor representative, offering a variety of financial services including portfolio management for individuals and businesses. She is currently employed by Fidelity Personal and Workplace Advisors. Prior to her current role, she worked for Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc. Pamela holds licenses for Series 63, 66, 7, 9, and 10 securities exams. She is registered to provide investment advice in 29 states and is an active member of the investment community.
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.
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
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CAMPBELL CA)
CA
04/16/1991 - 12/14/2009
CHARLES SCHWAB & CO., INC. (SAN JOSE CA)
NY
02/21/1989 - 03/26/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
DC
10/21/1987 - 09/06/1988
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
BOTH
Issued 04/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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