Pamela (Pam) Young, is the President and CCO of PKS Advisory Service, LLC (“PKSA”). During her tenure at Purshe Kaplan Sterling ("PKS") and PKSA, Pam has been in many roles. She joined the firm on May 4, 2000. From May 2000 to January 2011 she was a Registered Sales Assistant who assisted several headquartered Registered Representatives ("Reps") which included problem solving, customer relations, phone calls, data entry, spreadsheets and managed part time help. She also had a small book of business of her own. Starting in January 2011 she became a Rep of PKS and Investment Adviser Representative ("IAR") of PKSA full time. From October 2006 until November 1, 2021 she was also apart time Regional Supervisor for PKS the broker dealer and supervised many outside offices throughout the country to approve paperwork, do quarterly calls and be a liaison and strengthen relationships. On April 1, 2020 she became the Branch Manager of PKS the broker dealer for headquartered reps and relinquished her part time supervisory role. On November 1, 2021 she became the President and CCO of PKS Advisory Services and also remains a Rep of PKS and an IAR of PKSA. She has worked in the Financial Industry since 1994 her career as an Assistant Operations Manager. Pam obtained her MBA in December 2011 and her additional credentials include the Series 7, 63, 66 and 24 securities licenses. She is also life, accident, and health licensed in New York State. When she is not working, Pam will be with her family, who she adores dearly.
Mikayla joined PKS in 2020 as an Operations Intern while attending Siena college. After earning a bachelor’s degree in accounting in 2021, Mikayla accepted a position with PKS as an Operations Specialist, she worked closely with National Financial Services and familiarized herself with Clearing Firm Operations. In June 2023, Mikayla was promoted to PKSA Operations Team Lead allowing her to draw on prior experience working with Fidelity and National Financial Services. She currently operates as a back-office resource and assists the PKSA representative population by servicing their accounts. As an Operations Team Lead, she is also responsible for account opening and up-keep, ACAT and non-ACAT transfers, account billing, and money transfers. Mikayla seeks to give advisers the finest services possible, using what we believe, are the most effective procedures, striving to provide our advisers with smooth and speedy business transactions. In addition to a bachelor’s degree in accounting, Mikayla currently holds a series 7. During her free time, along with finding and perfecting recipes, Mikayla cherishes spending time with her loved ones.
