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Pamela Sue Sandy

Confiance, Financial & Investment Advisors

Cleveland, OH

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Current Employers
Confiance, Financial & Investment Advisors

600 Superior Avenue E. Suite 1300, Cleveland, OH 44114-2654 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-07
OH RA APPROVED 2011-03-29
  • TX RA
    APPROVED_RES
    Since 2024-05-07
  • OH RA
    APPROVED
    Since 2011-03-29

Branch Locations

600 Superior Avenue E. Suite 1300, Cleveland, OH 44114-2654 • 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
Confiance, Llc Cleveland OH 06/2008 Present
  • 06/2008 → Present
    Confiance, Llc
    Cleveland, OH
Previous Registrations
  • 2003-01-16 → 2009-12-18
    The Financial Strategies Group, Inc
    Cleveland, OH
  • 1995-04-13 → 2005-11-11
    Lpl Financial Llc
    Cleveland, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-07-08
  • S63 Uniform Securities Agent State Law Examination
    1993-07-08
Designations
Other Names
  • Pamela Davis
  • Pamela Rachel
  • Pamela Sue Sandy
  • Pamela S Sandy

View on SEC IAPD

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VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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