Pamela G. Lee
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 Ginny Lee, CFP® was a registered financial professional .
Pamela is a previously registered financial professional and started their career in finance in 1978. Pamela had worked at 10 firms and has passed the Series 63, Series 7, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1987
Experience
March 23, 2004 - November 28, 2025
PURSESTRINGS
July 8, 1997 - December 2, 2005
CUE FINANCIAL GROUP, INC.
May 22, 1995 - December 2, 2005
CUE FINANCIAL GROUP, INC.
July 21, 1994 - May 19, 1995
OSAIC WEALTH, INC.
October 11, 1991 - October 10, 1994
SOARES FINANCIAL GROUP, INC.
July 21, 1988 - October 23, 1991
CYPRESS CAPITAL CORPORATION
December 24, 1986 - January 19, 1988
AMERIPRISE FINANCIAL SERVICES, LLC
June 3, 1986 - July 23, 1988
CHRISTOPHER WEIL & COMPANY, INC
September 27, 1983 - June 13, 1986
CYPRESS CAPITAL CORPORATION
January 26, 1982 - September 28, 1983
NEW ENGLAND SECURITIES
April 6, 1978 - November 25, 1981
AMERIPRISE FINANCIAL SERVICES, LLC
April 6, 1978 - December 24, 1986
AMERICAN EXPRESS FINANCIAL CORPORATION
April 6, 1978 - April 13, 1993
IDS LIFE INSURANCE COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 3/30/1978
Registered Representative ExaminationCurrent Firm
PURSESTRINGS
CRD#: 129298 / SEC#:
Contact information
Red Flags
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