Pamela Jean Sarney

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → Present
  Sigma Financial Corporation
  Ann Arbor, MI

Other Businesses

1. DBA - Strategic Planning Concepts, Inc.; offers financial services. Start date: 11/11/24, approx. 100 hrs/mo. INV REL: Y 2. VARIOUS TRADITIONAL CONTRACTS WITH VARIOUS INSURANCE COMPANIES. 3. RECEIVES 1099 INCOME FROM LIFE, HEALTH INSURANCE SALES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-08-19

Designations

• Certified Financial Planner

Other Names

• Pam Sarney
• Pamela Cooney Sarney
• Pamela Jean Cooney