Pam Goswick joined the firm in February of 1997.   As a partner and Financial Advisor with the firm, Pam realizes that everyone's economic and life situation is unique and keeps that in mind with providing financial advice. Pam believes that friendly personalized service is essential with matching clients with the right investment products and services. She is dedicated to learning about your personal goals and assisting you with your planning needs.

 

Pam is as an Investment Advisor Representative through Ameritas Investment Corp.  Pam also has completed studies for the "Chartered Retirement Plans Specialist," which enables her to help businesses design, implement, and monitor their retirement plans.

Pam lives in Fremont with her husband Merle. They have two children, Dylan and Kaleigh who both live with their spouses along Omaha. In her free-time she enjoys gardening, motorcyle riding and spending time with family and friends.

 

 

Pam holds the following credentials and securities licenses:

  • Series 66 FINRA, Registered Agent & Investment Adviser
  • Series 6 FINRA, Investment Companies (Mutual Funds) Representative
  • Series 7 FINRA, General Securities Representative (Financial Representative, Stockbroker)
  • Series 63, Uniform State Law
  • Chartered Retirement Plans Specialist Designation (CRPS) College for Financial Planning, Denver, CO
  • Licensed to provide traditional life insurance and annuities
  • All securities registrations are held through Ameritas Investment Corp. (Member FINRA/SIPC)

Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck at http://brokercheck.finra.org.