Pamela Kerstetter, financial advisor Apollo Beach FL
90 score

Pamela Kerstetter

CRD Number: 5899507
Current Firm: Prudential Financial Planning Services

Pamela Kerstetter (CRD# 5899507) is an Investment Advisor Representative working at Prudential Financial Planning Services in Apollo Beach, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Apollo Beach, FL Mar 2011 - Current 5
Pruco Securities ,llc Apollo Beach, FL Mar 2011 - Current 5
Your Mortgage Source Clearwater, FL Feb 2010 - Mar 2011 1
Ratewatch Residential Mortgage Apollo Beach, FL May 2007 - Feb 2010 2
Avenya Apollo Beach, FL Oct 2006 - May 2007 < 1
School District Of Hillsboro Gibsonton, FL Oct 2004 - Mar 2007 2
American Residential Lending Tampa, FL Oct 2002 - Oct 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Pamela M. Kerstetter
Phone Number: 800-235-7637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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