Pamela DestefanoCRD Number: 1417921
Current Firm: Ameritas Investment Corp
Pamela Destefano (CRD# 1417921) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 24 years of experience in the finance industry.
Waddell & Reed
Ameritas Investment Corp
Wells Fargo Advisors, LLC
|20/20 Capital Management||Costa Mesa, CA||Nov 2015 - Current||1|
|Ameritas Investment Corp||Lincoln, NE||Aug 2010 - Current||6|
|20/20 Financial Advisers Of Daytona Beach, LLC||Ormond Beach, FL||May 2010 - Current||7|
|Lia Sophia||Franklin, MA||Mar 2009 - Jul 2013||4|
|Unemployed||Franklin, MA||Aug 2008 - Apr 2010||1|
|Strategic Capital Allocation Group, LLC||Boston, MA||Jan 2007 - Jul 2008||1|
|Strategic Capital Allocation Group, LLC||Boston, MA||Jan 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 1992|
Total Assets Under Management2,296MILLIONS
Total Number of Accounts8,235ACCOUNTS
Average Account Value$278,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops
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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