Pamela ZellCRD Number: 2971932
Current Firm: Crown Capital Securities, LP
Pamela Zell (CRD# 2971932) is an Investment Advisor Representative working at Crown Capital Securities, LP in Chesterfield, MO and has over 20 years of experience in the finance industry. Pamela Zell 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Crown Capital Securities||Orange, CA||Jun 2003 - Current||14|
|Sterling Financial Advisors||Chesterfield, MO||Nov 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management745MILLIONS
Total Number of Accounts3,187ACCOUNTS
Average Account Value$233,877
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, WA, WI