Pamela Wetherbee
Pamela Wetherbee is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pleasantville, NY, with 23 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
427 Bedford Rd, Ste 110, Pleasantville, NY, 10570
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Pamela is the finance secretary for Fishkill United Methodist Church, chairperson for the Beacon Democratic Committee, and a councilmember for the City of Beacon. These activities take up a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
H. Beck, INC.Broker
First Allied Securities, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations2 states
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