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City National Rochdale | CFA ® (Certifications)

location

NEW YORK, NY

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Dawn Nelson is a financial advisor with City National Rochdale in NEW YORK, NY. Pamela has been in the financial industry since 2012. Pamela is a Chartered Financial Analyst. Pamela is registered with the state of California and has several other certifications.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Capital Creek Partners

location

AUSTIN, TX

0 Disclosures

ADVISOR BIO

Pamela Janysek is an Investment Advisor Representative with Capital Creek Partners. Pamela has over 10 years of experience in the financial industry. Pamela's previous experience includes Avalon Wealth Management LLC, SagePoint Financial, Inc., and VSR Financial Services, Inc. Pamela specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

International Assets Advisory, LLC

location

ORLANDO, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Harkins is a financial advisor with International Assets Advisory, LLC, and has over 20 years of experience in the financial services industry. Pamela's previous experience includes roles with Raymond James Financial Services, Inc., Prospera Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Paine Webber Incorporated, First Union Capital Markets Corp., and Dean Witter Reynolds Inc.. Pamela is registered in Massachusetts, and has passed the Series 63, Series 7 and SIE exams.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Intergeneration Capital Management, LLC | CFA ® (Certifications)

location

ANDOVER, MA

0 Disclosures

ADVISOR BIO

Pamela Hegarty is a Chartered Financial Analyst and has been with Intergeneration Capital Management, LLC since 2011. Pamela holds a registration as an Investment Advisor Representative in the state of Massachusetts. Pamela currently works out of the Intergeneration Capital Management, LLC office in Andover, Massachusetts. Intergeneration Capital Management, LLC manages assets for pooled investment vehicles. The firm primarily manages assets for clients with pooled investment vehicles.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP

location

NEW YORK, NY

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Kimmel is a financial professional with over 20 years of experience in the industry. Pamela is registered with Alliancebernstein LP and has a wide range of experience in providing investment advice to individuals, businesses, and institutions. Pamela is active in both Broker-Dealer and Investment Advisor roles and is registered in 33 states.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

PITTSBURGH, PA

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Pamela Ann Pasterick is a registered investment advisor with RBC Capital Markets, LLC. Pamela has been in the financial industry since 1999 and holds Series 7, 31 and 66 licenses. Pamela currently holds registrations in 18 states and is a registered investment advisor in Texas and Pennsylvania. Pamela focuses on providing financial planning, pension consulting, educational seminars and portfolio management to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Dauphin is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm with over $149 billion in assets under management. Pamela has been a registered representative for over 35 years and holds the Series 63, Series 7, and SIE exams. Pamela has experience in serving a wide range of clients including high net worth individuals, corporations, and charitable organizations. Pamela’s areas of specialization include financial planning, portfolio management, and selection of other advisors. Pamela previously worked for Wachovia Securities, LLC and A. G. Edwards & Sons, Inc..

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

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

Snowcap Capital Management

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Pamela Benningfield is a Registered Investment Advisor Representative with Snowcap Capital Management, headquartered in Dallas, Texas. Pamela has been in the industry for over 20 years, with experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and ProEquities, Inc. Pamela holds a Series 7, Series 63 and Series 65 license and is active in Texas, Delaware, Montana, New Mexico, Utah and Florida. In addition to her role at Snowcap Capital Management, Pamela is also a director and vice-president/treasurer of Goddard Investment Company, a privately held firm investing in securities, real estate, oil and gas ventures, and private equity. Pamela is also a secretary and treasurer of Corrigan3B Company and a treasurer of Schoolhouse Capital Management, both private companies investing in real estate and oil and gas ventures.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

FLORHAM PARK, NJ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Both is an investment advisor representative associated with RBC Capital Markets, LLC in Florham Park, New Jersey. Pamela has been in the industry since May 2014 and has experience with UBS Financial Services, Inc. Pamela is currently registered with FINRA as a General Securities Representative and is also licensed in several states. Pamela's specialties include portfolio management for individuals and businesses, as well as providing financial planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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