Wealth Management Associate
Pam is a highly experienced Senior Client Service Associate who has been in the financial services industry since 1994. Often the first point of contact, she assists clients with a wide variety of needs ranging from simple requests to complex issues. Pam completes our team and manages administrative and day-to-day operations with personal care and first-class service. She has earned her Series 7 and Series 66 registrations and is fully licensed to execute a multitude of financial trades.
Wealth Management Associate
Pam is a highly experienced Senior Client Service Associate who has been in the financial services industry since 1994. Often the first point of contact, she assists clients with a wide variety of needs ranging from simple requests to complex issues. Pam completes our team and manages administrative and day-to-day operations with personal care and first-class service. She has earned her Series 7 and Series 66 registrations and is fully licensed to execute a multitude of financial trades.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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