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Cibc Private Wealth Advisors, Inc. | CFA ® (Certifications)

location

St. Louis, MO

0 Disclosures

ADVISOR BIO

Pamela Kuhn Lent is an investment advisor representative with CIBC Private Wealth Advisors, Inc.. Pamela is registered with the state of Illinois and Missouri. Pamela has passed the Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65). Pamela is a Chartered Financial Analyst and holds specializations in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Businesses, Selection of Other Advisers, Financial Planning and Other.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INDEX PROVIDER
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mariner Wealth | CFA ® (Certifications)

location

Cincinnati, OH

0 Disclosures

ADVISOR BIO

Pamela Fettig Thompson is an investment advisor representative at Mariner Wealth. Pamela is registered with the state of Kentucky and Ohio and has been in the industry since October 2012. Pamela has been with Mariner Wealth since February 2018. Pamela is a Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

TLG Advisors, Inc.

location

LITTLETON, CO

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Marie Echegaray is a financial advisor with TLG Advisors, Inc. in Littleton, CO. Pamela has been in the financial industry since 2005 and has experience working with individuals, corporations, and other businesses. Pamela specializes in providing financial planning and investment advice and is registered to conduct business in California and Minnesota.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Turtle Creek Wealth Advisors, LLC

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Pamela Ruiz Talamantez is an investment advisor representative who has been working in the financial industry since 2010. Pamela is currently registered with Turtle Creek Wealth Advisors, LLC. Prior to that, Pamela worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Pamela has a background in financial planning and portfolio management. Pamela also has a focus on providing financial services to high-net-worth individuals and charitable organizations.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ESTATE PLANNING AND FAMILY GOVERNANCE
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

CLEVELAND, OH

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Pamela Lynn Huston is an investment advisor representative at Robert W. Baird & Co. Inc. She is registered to provide investment advisory services in Ohio. Pamela has been in the industry since February 5, 2011. Pamela worked previously at Stifel, Nicolaus & Company, Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Lynn Halliburton is an investment professional with over 2 years of experience in the financial services industry. Pamela is currently registered with Robert W. Baird & Co. Inc. and holds the Series 99TO and SIE licenses. Pamela has a strong background in financial planning and portfolio management and is committed to providing her clients with personalized financial advice and guidance. Pamela is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Janus Henderson Investors

location

DENVER, CO

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Estes is a registered investment advisor representative with Janus Henderson Investors in Denver, Colorado. Pamela has over 24 years of experience in the financial services industry. Pamela holds the Series 6, 7, 63, and 66 licenses. Pamela has been registered with the Securities and Exchange Commission (SEC) since 1998.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PLEASE SEE SCHEDULE D, MISCELLANEOUS DISCLOSURE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Pamela Jean Raffaele is a registered Investment Advisor Representative with Creative Planning. Pamela has been in the industry since 2006 and has a Series 65 license. Pamela specializes in providing financial planning, pension consulting, and portfolio management services for individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BETHESDA, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Holton-byrd is a registered representative with Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the financial services industry. Pamela has a broad range of experience, including working at TD Securities (USA) LLC and Prager, Sealy & Co., LLC. Pamela is a Series 7, 50, 52, 53 and 63 licensed professional. Pamela specializes in serving individuals, families, corporations, investment companies, and pooled investment vehicles. Pamela has a strong commitment to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SCOTTSDALE, AZ

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Kay Swanson is a registered representative with Stifel, Nicolaus & Company, Inc. in Scottsdale, Arizona. Pamela has been in the securities industry since 1993 and has a diverse range of experience. Pamela holds the Series 6, 7 and 63 securities licenses, as well as the SIE exam. Pamela has been associated with Stifel, Nicolaus & Company, Inc. since 2018. Prior to that, Pamela was employed with Raymond James & Associates, Inc., Robert W. Baird & Co. Incorporated, U.S. Bancorp Piper Jaffray Inc., and Furman Selz LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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