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Pamela Lavon Treadwell

Cetera Financial Specialists LLC

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About Pamela Lavon Treadwell

Pamela Treadwell is a financial advisor who has been in the industry since 1987. She is currently registered with Cetera Financial Specialists LLC and holds Series 6, 7, 22, 63 and 65 licenses. Previously, Pamela Treadwell was employed by AVANTAX INVESTMENT SERVICES, INC. for 34 years. Pamela Treadwell specializes in providing investment advice and financial planning services to her clients.

Firm Information

Pamela Treadwell is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Pamela Treadwell’s Registration & Firm History

OK

10/12/2021 - Present

Cetera Financial Specialists LLC (MUSKOGEE OK)

OK

09/30/1987 - 10/14/2021

AVANTAX INVESTMENT SERVICES, INC. (MUSKOGEE OK)

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Licenses & Designations

IA

Issued 08/30/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/30/1991

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/29/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Pamela Lavon Treadwell. Review regulatory record here.
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