Best Investors Account Sign in

Pamela Berry Pearson

Osaic Wealth, Inc.

Garden City, NY

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-24
TX RA APPROVED 2025-02-21
CA RA APPROVED 2024-10-11
CT RA APPROVED 2024-10-11
GA RA APPROVED 2024-10-11
MN RA APPROVED 2024-10-11
NY RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
PA RA APPROVED 2024-10-11
SC RA APPROVED 2024-10-11
VT RA APPROVED 2024-10-11
VA RA APPROVED 2024-10-11
WA RA APPROVED 2024-10-11
  • FL RA
    APPROVED
    Since 2025-02-24
  • TX RA
    APPROVED
    Since 2025-02-21
  • CA RA
    APPROVED
    Since 2024-10-11
  • CT RA
    APPROVED
    Since 2024-10-11
  • GA RA
    APPROVED
    Since 2024-10-11
  • MN RA
    APPROVED
    Since 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11
  • PA RA
    APPROVED
    Since 2024-10-11
  • SC RA
    APPROVED
    Since 2024-10-11
  • VT RA
    APPROVED
    Since 2024-10-11
  • VA RA
    APPROVED
    Since 2024-10-11
  • WA RA
    APPROVED
    Since 2024-10-11

Branch Locations

One Garden Street, Garden City, NY 11530 • 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
Ct General Life Ins Co Bloomfield CT 06/1986 Present
Pearson Financial Adivsors/Pmg Securitie Garden City NY 01/1994 Present
American Portfolios Financial Services, Inc. Holbrook NY 12/2004 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 06/1986 → Present
    Ct General Life Ins Co
    Bloomfield, CT
  • 01/1994 → Present
    Pearson Financial Adivsors/Pmg Securitie
    Garden City, NY
  • 12/2004 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
Previous Registrations
  • 2007-08-30 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

PEARSON FINANCIAL. FINANCIAL PLANNING. NOT SECURITIES RELATED. START DATE 9/5/2017. 100% OWNER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-19
S63 Uniform Securities Agent State Law Examination 1986-10-17
  • S65 Uniform Investment Adviser Law Examination
    1999-08-19
  • S63 Uniform Securities Agent State Law Examination
    1986-10-17
Designations
Other Names
  • Pamela Jean Berry

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO
ARIES INVESTMENT ADVISORS, LLC

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

More in Garden City, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor