Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Wensel is a financial advisor with LPL Financial LLC. Pamela has over 20 years of experience in the financial services industry. Pamela has worked at other firms including Northwestern Mutual Investment Services, LLC, Piper Jaffray & Co., and Marquette Financial Group, Inc. Pamela is registered with the state of Minnesota.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
04/06/2018 - Present
LPL Financial LLC (SAUK RAPIDS MN)
MN
04/03/2006 - 12/05/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT CLOUD MN)
MN
01/09/2003 - 05/12/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
03/27/1997 - 08/07/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
IA
Issued 01/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Pamela Wensel is the right advisor for you? Invested Better is here to help.
