Pamela Schwartz, financial advisor Alcoa TN
96 score

Pamela Schwartz

CRD Number: 1427502
Current Firm: Cuna Brokerage Services, Inc.

Pamela Schwartz (CRD# 1427502) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Alcoa, TN and has over 23 years of experience in the finance industry. Pamela Schwartz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Jan 1999 - Current 17
Cuna Mutual Group Waverly, IA Jan 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Pamela W. Schwartz
Phone Number: 319-352-4090
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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