Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Slatten is a financial advisor who has been in the industry since 2004. She is currently registered with Avantax Advisory Services. Pamela has a Series 7TO and SIE license. Pamela has a JD and CPA and has been in the industry for many years. Pamela can provide a variety of services to her clients, including financial planning, pension consulting, and portfolio management. Pamela also has experience in tax planning, estate planning, and tax resolution services. She is dedicated to helping her clients achieve their financial goals.
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
TX
09/10/2024 - Present
Avantax Advisory Services (DALLAS TX)
IA
Issued 01/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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