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Pamela Marie Desjardins

Strategic Planning Associates

Granby, MA

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Current Employers
Strategic Planning Associates

Granby, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-09-10
  • MA RA
    APPROVED
    Since 2024-09-10

Branch Locations

Granby, MA • 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
Strategic Planning Associates Perth Amboy NJ 01/1989 Present
Elite Investment Team, Llc San Diego CA 10/2018 Present
Pamela M. Desjardins, Financial Consultant Granby MA 04/2005 Present
  • 01/1989 → Present
    Strategic Planning Associates
    Perth Amboy, NJ
  • 10/2018 → Present
    Elite Investment Team, Llc
    San Diego, CA
  • 04/2005 → Present
    Pamela M. Desjardins, Financial Consultant
    Granby, MA
Previous Registrations
  • 2019-03-26 → 2020-12-31
    Elite Investment Team Llc
    Granby, MA
    San Diego, CA
  • 2005-04-26 → 2013-12-31
    Strategic Planning Associates
    Granby, MA
Other Businesses

SALES OF LIFE AND HEALTH INSURANCE, LONG TERM CARE INSURANCE AND FIXED ANNUITIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-15
S63 Uniform Securities Agent State Law Examination 1985-05-15
  • S65 Uniform Investment Adviser Law Examination
    1996-04-15
  • S63 Uniform Securities Agent State Law Examination
    1985-05-15

View on SEC IAPD

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