Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Holtzclaw is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Pamela has been in the financial industry for over 26 years. Pamela has experience providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutional clients. Pamela holds a Series 7 and 63 license, and also is a Chartered Financial Consultant. Pamela has been registered with Wells Fargo Advisors Financial Network, LLC since 2023. Previously, Pamela was registered with WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED and MILLER & SCHROEDER FINANCIAL, INC..
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.
Investment consulting services to institutional clients
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
AL
01/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DECATUR AL)
AL
07/01/2003 - 01/05/2023
WELLS FARGO CLEARING SERVICES, LLC (HUNTSVILLE AL)
NY
12/21/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
02/06/1997 - 12/20/2000
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
NA
01/01/1996 - 07/31/1996
DEPOSIT GUARANTY INVESTMENTS, INC.
IA
Issued 10/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Pamela Holtzclaw is the right advisor for you? Invested Better is here to help.
