Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Madsen is a registered investment advisor representative with IHT Wealth Management LLC. Pamela has been in the financial services industry since 1996. Pamela has experience with clients of all types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Pamela offers a wide range of financial planning services, including investment management, retirement planning, and estate planning. Before working with IHT Wealth Management, Pamela worked with LPL Financial LLC, SAGEPOINT FINANCIAL, INC., WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
12/02/2020 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
11/02/2020 - 12/10/2021
LPL FINANCIAL LLC (CHICAGO IL)
IL
11/17/2017 - 08/20/2020
SAGEPOINT FINANCIAL, INC. (BARRINGTON IL)
IL
10/12/2011 - 11/28/2017
WELLS FARGO CLEARING SERVICES, LLC (WOODSTOCK IL)
IL
03/13/2006 - 10/04/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORTH BARRINGTON IL)
MO
06/05/1996 - 01/17/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 04/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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