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Current Employers
Secure Asset Management, L.L.C.

2565 West Maple Rd, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-04-30
  • SC RA
    APPROVED
    Since 2024-04-30

Branch Locations

2565 West Maple Rd, Troy, MI 48084 • United States

8 Dapple Gray Ct, Simpsonville, SC 29680 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 04/2014 01/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 01/2017
Berthel Fisher & Company Financial Services, Inc. Corona NY 01/2017 08/2021
Bfc Planning, Inc. Corona NY 01/2017 08/2021
Scf Securities, Inc Fresno CA 08/2021 04/2024
Scf Investment Advisors, Inc Fresno CA 08/2021 04/2024
Secure Asset Management, L.L.C. Simpsonville SC 04/2024 Present
  • 04/2014 → 01/2017
    New York, NY
  • 01/2015 → 01/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2017 → 08/2021
    Berthel Fisher & Company Financial Services, Inc.
    Corona, NY
  • 01/2017 → 08/2021
    Corona, NY
  • 08/2021 → 04/2024
    Scf Securities, Inc
    Fresno, CA
  • 08/2021 → 04/2024
    Scf Investment Advisors, Inc
    Fresno, CA
  • 04/2024 → Present
    Simpsonville, SC
Previous Registrations
Other Businesses

HARRISON FINANCIAL - INVESTMENT RELATED - Simpsonville, SC - DBA - OWNER / FINANCIAL ADVISOR - START 01/2017 - 140 HOURS/MONTH, 100 DURING TRADING HOURS - MANAGE ASSETS, PROVIDE ADVICE, PERFORM STANDARD DUTIES AS A FINANCIAL ADVISOR;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-22
  • S66 Uniform Combined State Law Examination
    2004-10-22
Other Names
  • Pamela S Harrison
  • Pam Harrison
  • Pamela Sue Harrison
  • Pamela Harrison-Hess

View on SEC IAPD

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