Unclaimed Profile

Pamela Gail Landes

SVB INVESTMENT SERVICES INC.·SAN FRANCISCO, California

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record19 years registeredSVB INVESTMENT SERVICES INC.

505 HOWARD STREET, SAN FRANCISCO, CA 94105CRD# 1286779Firm CRD# 168116

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Pamela Gail Landes · SAN FRANCISCO, CA

Registration

CRD #1286779 · SVB INVESTMENT SERVICES INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SVB INVESTMENT SERVICES INC.

SVB INVESTMENT SERVICES INC.

Nov 2015 – Jun 2022

San Diego, CA

SVB ASSET MANAGEMENT

Jul 2010 – Oct 2017

SAN FRANCISCO, CA

METLIFE SECURITIES INC.

Dec 2009 – Apr 2010

FOSTER CITY, CA

NEW ENGLAND SECURITIES CORPORATION

Sep 2009 – Jun 2010

FOSTER CITY, CA

CHARLES SCHWAB & CO., INC.

Oct 2006 – Jul 2009

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · October 10, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SVB INVESTMENT SERVICES INC.

CRD 168116 · SEC 801-78209

AUM

$1.5B

Regulatory assets under management

Employees

1,816 client accounts

Services offered by SVB INVESTMENT SERVICES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SVB INVESTMENT SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does Pamela Gail Landes offer?

Pamela Gail Landes specializes in Financial Planning, Investment Management, Wealth Management.

What are Pamela Gail Landes's credentials?

Pamela Gail Landes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Pamela Gail Landes located?

Pamela Gail Landes is based in SAN FRANCISCO, California, last registered with SVB INVESTMENT SERVICES INC..

How does Pamela Gail Landes charge for services?

Pamela Gail Landes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SVB INVESTMENT SERVICES INC.?

SVB INVESTMENT SERVICES INC. has approximately 80 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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