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PK

Pamela E. Krueger

WEALTHRAMP
Osterville, MA
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CRD#: 1140994
PK

Professional summary


Pamela Elise Krueger, who also goes by Pamela Elsie Krueger, is a registered financial advisor currently at WEALTHRAMP, INC. located in Osterville, Massachusetts.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Pamela has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Pamela Elsie Krueger

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I AM A PARTNER IN A TELEVISION / VIDEO PRODUCTION COMPANY

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Pamela Elise Krueger's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 1, 2019 - Present

WEALTHRAMP, INC.

RIA
CRD#: 290683
Osterville, MA
Past

November 23, 1992 - December 31, 1993

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Past

April 19, 1989 - February 25, 1991

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Past

September 8, 1987 - February 2, 1988

AGFC INVESTMENT SECURITIES

BD
CRD#: 19869
Past

November 25, 1986 - August 26, 1987

GFC SECURITIES CORPORATION

BD
CRD#: 10665
Past

October 6, 1986 - November 10, 1986

PRINTON, KANE GOVERNMENT SECURITIES, INC.

BD
CRD#: 17733
Past

November 30, 1984 - June 17, 1986

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
Past

October 19, 1983 - March 1, 1984

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

June 24, 1983 - October 10, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEALTHRAMP, INC.
WEALTHRAMP, INC.

CRD#: 290683 / SEC#: 801-112170

RIA
Registered Investment Advisory firm - (12/15/2017 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/1/2019)
IAR
Massachusetts
(5/13/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/1/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WI
WEALTHRAMP, INC.
WEALTHRAMP, INC.

CRD#: 290683 / SEC#: 801-112170

RIA
Registered Investment Advisory firm - (12/15/2017 Approved)
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Contact information


Main Address
Osterville, MA
Mailing Address
Phone number
(415) 378-8240
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHRAMP DISCLOSURE BROCHURE (1/23/2025)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WEALTHRAMP, INC.

CRD#: 290683Osterville, MA

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