Pamela Wesley (CRD# 5781821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Battle Creek, MI and has over 12 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Battle Creek, MI | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Battle Creek, MI | Oct 2016 - Mar 2020 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2012 - Oct 2016 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2010 - Oct 2016 | 5 |
| Verlin Multi-advisor Program | Kalamazoo, MI | Sep 2009 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- MI
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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