Unclaimed
Pamela Schott is a financial professional with over 14 years of experience in the industry. Pamela has worked for Thrivent Investment Management Inc. since July 2010, and is registered to provide investment advice in 10 states, including Wisconsin, Minnesota, Michigan, Illinois, Florida, Arizona, Nevada, Missouri, North Carolina, and Wisconsin. Pamela is dedicated to providing financial advice and guidance to individuals, families, and businesses. She is committed to helping clients achieve their financial goals, and offers a variety of services, including financial planning, investment management, and retirement planning.
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.
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.
1
2
WI
07/29/2010 - Present
Thrivent Investment Management Inc. (Green Bay WI)
WI
09/04/2008 - 07/26/2010
UVEST FINANCIAL SERVICES GROUP, INC. (WAUPACA WI)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Pamela Schott is the right advisor for you? Invested Better is here to help.