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Pamela S Wise

Investment Adviser Representative at &PARTNERS

Washington, DCCRD #2904307Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
21 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 21 states
ArizonaCaliforniaConnecticutDistrict of ColumbiaFloridaGeorgiaIllinoisIndianaIowaLouisianaMaineMarylandMassachusettsMichiganNew YorkNorth CarolinaOhioPennsylvaniaSouth CarolinaTexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/6/2007
Series 65
Uniform Investment Adviser Law Examination
Passed 2/12/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 9/30/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/21/1998
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 4/12/2021
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 2/24/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

&Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

&PARTNERSCurrent
3/7/2025Washington, DC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
6/24/20113/11/2025Washington, DC
WELLS FARGO ADVISORS, LLC
11/7/20076/27/2011Washington, DC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pamela S Wise has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Pamela S Wise - Financial Advisor in Washington, DC | AdvisorFinder