Pamela Vasquez, financial advisor Overland Park KS
93 score

Pamela Vasquez

CRD Number: 5413410
Current Firm: U.s. Bancorp Investments, Inc.

Pamela Vasquez (CRD# 5413410) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Overland Park, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Kansas City, MO Mar 2008 - Current 8
Fieldhouse Marketing Research Overland Park, KS Feb 2008 - Current 8
The Prudential Insurance Co Of America Overland Park, KS Aug 2007 - Jan 2008 < 1
Pruco Securities, LLC Overland Park, KS Aug 2007 - Jan 2008 < 1
Unemployed Overland Park, KS Jul 2007 - Aug 2007 < 1
Country Club Bank Leawood, KS Oct 2006 - Jun 2007 < 1
Bank Of Blue Valley Leawood, KS Jul 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Pamela M. Vasquez
Phone Number: 800-888-4700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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