Pamela Sue Wise
Investment Adviser Representative at PARK Avenue Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Pamela Sue Wise is an investment adviser representative with PARK Avenue Securities LLC in Boerne, TX, where they have been registered since 2025. They have worked in the securities industry since 2008 and have been registered with 3 firms, including American Express Financial Advisors, Inc. and AXA Advisors, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 26 (investment company and variable products principal). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Midwestern Securities Trading Co., LLCJul 2016 – Apr 2017East Peoria, IL
- Farmers InsuranceMay 2017 – Sep 2023Austin, TX
- Farmers Financial SolutionMay 2019 – Sep 2023Austin, TX
- UpworkOct 2023 – Feb 2024San Antonio, TX
- Pam's Saucy SpoonFeb 2024 – Mar 2025Fair Oaks Ranch, TX
- Park Avenue SecuritiesApr 2025 – Sep 2025New Braunfels, TX
- Guardian Life Insurance CompanyFeb 2025 – Sep 2025New Braunfels, TX
- Guardian Life Insurance CompanySep 2025 – Dec 2025San Antonio, TX
- Park Avenue SecuritiesSep 2025 – Dec 2025San Antonio, TX
- Guardian Life Insurance CompanyMay 2025 – no end date reportedBoerne, TX
- Park Avenue SecuritiesMay 2025 – no end date reportedBoerne, TX
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PARK Avenue Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized model portfolio recommendations, access to a Park Avenue Securities advisor, periodic rebalancing, no minimum to open a VestWise™ account, and easy 24/7 on-the-go access, with a 0.45% annual fee based on the average daily balance of assets in the account.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,907
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-58108
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at PARK Avenue Securities LLC
Showing 12 of 1,907 in the directory
Similar advisors in Boerne, TX
Other advisors whose filed branch office is in the same city.
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 Sue 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched