Unclaimed
Pamela Bettenhausen is an Investment Advisor Representative with Avantax Advisory Services. Pamela has over 20 years of experience in the financial services industry. Pamela is registered to provide investment advisory services in Illinois. Pamela also provides insurance services through Avantax Insurance Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
04/05/2016 - Present
Avantax Advisory Services (Frankfort IL)
IL
07/24/2000 - 10/13/2015
PFS INVESTMENTS INC. (FRANKFORT IL)
IA
Issued 03/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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