Pamela
De Sena
Global Retirement Partners LLC
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About this Advisor
Pamela De Sena is a financial advisor who works out of San Rafael, California with a total of 1 year of relevant experience. De Sena currently works for Global Retirement Partners LLC. The advisor has gained experience at Bidwell Consulting Services, Kornerstone Inc, Global Retirement Partners, LLC and Hub International. De Sena maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in California. Global Retirement Partners LLC is a company based out of San Rafael, CA. The firm has offices in 193 locations and a total of 453 financial advisors. It handles $120 billion in total assets between its 25,479 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 40 charities and foundations. Of its 25,479 accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. Global Retirement Partners LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services are provided. However, fee types billed by Global Retirement Partners LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Pamela De Sena Work History
Pamela has been registered as a financial advisor for 1 years.*
Global Retirement Partners, LLC
Hub International
Kornerstone Inc
Bidwell Consulting Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Pamela De Sena to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Retirement Partners LLC
San Rafael, CA
Cleveland, OH
San Rafael, CA
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Houston, TX
San Rafael, CA
Pittsburgh, PA
San Rafael, CA
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