Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Soult is a registered representative of Avantax Advisory Services in Irving, Texas. Pamela has been in the securities industry since March 2014 and has held prior positions with 1ST GLOBAL CAPITAL CORP. and Avantax Insurance Services, Inc. Pamela is a licensed insurance agent and has passed the Series 66, Series 24, and Series 7 exams. Pamela provides financial planning, portfolio management, and other advisory services to individuals, businesses, and pension plans. Pamela also provides solicitor referral services to third-party investment managers and participates in participant enrollment meetings.
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
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
TX
04/01/2014 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 07/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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