Pamela Sue Wise
Investment adviser representative at Park Avenue Securities LLC
9 yearsExperience
1 stateRegistered in
$19.6BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Park Avenue Securities LLCApr 2025 to now
- Guardian Life Insurance CompanyFeb 2025 to now
- Pam's Saucy SpoonFeb 2024 to Mar 2025
- UpworkOct 2023 to Feb 2024
- Farmers Financial SolutionMay 2019 to Sep 2023
- Farmers InsuranceMay 2017 to Sep 2023
- Midwestern Securities Trading Co., LLCJul 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4640389
- Firm CRD
- 46173