Unclaimed
Pamela Ahlers is a financial professional with over 35 years of experience in the financial services industry. Pamela is currently registered with Harbour Investments, Inc. and has also previously held positions with MULTI-FINANCIAL SECURITIES CORPORATION, IFG NETWORK SECURITIES, INC., and H.D. VEST INVESTMENT SECURITIES, INC. Pamela is licensed in several states including Texas, California, Colorado, Florida, Michigan, Missouri, Nevada, New Mexico, and North Carolina. Pamela also holds several professional designations including Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/16/2012 - Present
Harbour Investments, Inc. (HOUSTON TX)
TX
01/01/2004 - 08/29/2012
MULTI-FINANCIAL SECURITIES CORPORATION (HOUSTON TX)
GA
02/10/2000 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
TX
12/04/1986 - 02/17/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/09/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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