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Pamela A. Giunti

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CRD#: 1179785
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pamela Ann Giunti, who also goes by Pam Angley, Pamela Ann Angley, Pamela Giunti Angley, Pamela Giunti, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 1983. Pamela had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pam Angley | Pamela Ann Angley | Pamela Giunti Angley | Pamela Giunti

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 19, 2023 - November 21, 2024

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
GLASTONBURY, CT
Past

January 25, 2001 - November 24, 2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
GLASTONBURY, CT
Past

January 25, 2001 - September 12, 2022

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
GLASTONBURY, CT
Past

February 7, 2000 - January 19, 2001

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
JOHNSTON, RI
Past

September 17, 1998 - January 14, 2000

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
MERIDEN, CT
Past

November 17, 1995 - September 2, 1998

BANKBOSTON INVESTOR SERVICES, INC.

BD
CRD#: 36369
BOSTON, MA
Past

October 25, 1991 - November 21, 1995

WALL STREET ACCESS

BD
CRD#: 10012
NEW YORK, NY
Past

August 1, 1990 - October 11, 1991

UNITED PACIFIC FINANCIAL SERVICES, INC.

BD
CRD#: 21632
Past

July 6, 1988 - August 3, 1990

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
Past

November 26, 1985 - February 8, 1988

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
Past

November 22, 1983 - August 3, 1990

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/31/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/23/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/1988
General Securities Principal Examination

Current Firm


MO
MUTUAL OF AMERICA SECURITIES LLC
MUTUAL OF AMERICA SECURITIES CORPORATION | MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878 / SEC#: , 8-43278

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
320 Park Avenue, New York, NY 10022
Mailing Address
320 Park Avenue, New York, NY 10022-3869
Phone number
(212) 224-1600
Established
Delaware since 06/29/1990
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MUTUAL OF AMERICA HOLDING COMPANY LLCMEMBER
BAILEY, CHRISTOPHER DAVIDCHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER4582524
BRANT, DAVID ROBERTFINANCIAL AND OPERATIONS PRINCIPAL (FINOP), PRINCIPAL FINANCIAL OFFICER (PFO), PRINCIPAL OPERATIONS OFFICER (POO)2718478
GREGORY, IVAN BRUCEEXECUTIVE VICE PRESIDENT AND BOARD MANAGER4984456
JOHNSON, TROY SHERMANEXECUTIVE VICE PRESIDENT AND BOARD MANAGER3052097
MEDLIN, KYLE LAWRENCESENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER5496979
STEINGARTEN, BRIE ANNE ELIZABETHGENERAL COUNSEL AND SECRETARY5373977

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


MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

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