PR
ChFC
PR
ChFC

Pamela Rosse

30 Years of Experience
Roseville, CA
Broker

Pamela Rosse is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Roseville, CA, with 30 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Roseville, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Pamela serves as a co-trustee and holds durable power of attorney for her mother, dedicating a few hours per week. She also works as a registered administrative assistant and client services manager for other financial service businesses, spending about a quarter of her time on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 2017 - Present · 8 yrs 5 mos
Cetera Wealth Services, LLC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2017 - June 2023 · 5 yrs 6 mos
Cetera Advisor Networks LLCBroker
August 2008 - December 2015 · 7 yrs 4 mos
Cetera Advisor Networks LLC
August 2008 - December 2015 · 7 yrs 4 mos
Pension Planners Securities, INC.
September 2005 - August 2008 · 2 yrs 11 mos
Pension Planners Securities, INC.Broker
November 2002 - August 2008 · 5 yrs 9 mos
Brecek & Young Advisors, INC.Broker
May 1996 - November 2002 · 6 yrs 6 mos
Transamerica Financial Resources, INC.Broker
September 1995 - August 1996 · 11 mos
Pruco Securities CorporationBroker
May 1993 - September 1995 · 2 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.