Pamela E. Minish
Professional summary
Pamela E Minish, who also goes by Pamela E Minish, Pamela Elizabeth Minish, Pamela Elizabethh Minish, Pamela Minish, is a registered financial advisor currently at USI ADVISORS located in Glastonbury, Connecticut.
Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Pamela has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Pamela E Minish's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 2023 - Present
USI ADVISORS
Office #1: 95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033March 13, 2019 - December 31, 2023
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
October 6, 1994 - January 31, 1997
BANCAMERICA SECURITIES, INC.
Primary Firm SEC Registration
USI ADVISORS
CRD#: 108113 / SEC#: 801-56622
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/26/2023)
Exams
Current Firm
USI ADVISORS
CRD#: 108113 / SEC#: 801-56622
Contact information
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,346 |
| AUM (Assets Under Management) | $ 48,864,913,348 |
Red Flags
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