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Pamela J. Barber

P & M CORPORATE FINANCE
Southfield, MI 48075
Some features on this profile are disabled
CRD#: 5489840
PB

Professional summary

Pamela Joy Barber, who also goes by Pamela Joy Beal, is a registered financial professional currently at P & M CORPORATE FINANCE, LLC located in Southfield, Michigan and PLANTE MORAN INSURANCE AGENCY located in Southfield, Michigan.

Pamela is registered as a RR (Registered Representative) and started their career in finance in 2008. Pamela has worked at 2 firms and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Pamela Joy Beal

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) - BD

Click below to view Pamela Joy Barber'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

February 12, 2008 - Present

P & M CORPORATE FINANCE, LLC

Office #1: 3000 Town Center Suite 100, Southfield, MI 48075
BD
CRD#: 129624
Southfield, MI
Current

February 12, 2008 - Present

PLANTE MORAN INSURANCE AGENCY

Office #1: 3000 Town Center Suite 100, Southfield, MI 48075
BD
CRD#: 127257
Southfield, MI

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

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 2/11/2008
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PM
PLANTE MORAN INSURANCE AGENCY
PLANTE MORAN INSURANCE AGENCY | PLANTE MORAN INSURANCE AGENCY SERVICES, LLC

CRD#: 127257 / SEC#: , 8-65976

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

Main Address
3000 Town Center Suite 100, Southfield, MI 48075
Mailing Address
Po Box 307, Southfield, MI 48037-0307
Phone number
(248) 223-3312
Established
Michigan since 11/22/2002
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (4 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#
P&M HOLDING GROUP, LLPOWNER
BARBER, PAMELA JOYCHIEF FINANCIAL OFFICER, FINOP/PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER5489840
BUCHALSKI, NATHAN SCOTTBOARD MEMBER8131190
DOYLE, DAVID TIMOTHYCHIEF COMPLIANCE OFFICER2552281
GIBSON, STEVEN JAMESPRESIDENT, PRINCIPAL4022300
JINSKY, DAWN REBECCADIRECTOR5594612
LESSER, JOHN JAMESBOARD MEMBER4454195

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

PLANTE MORAN INSURANCE AGENCY

CRD#: 127257Southfield, MI 48075

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