Unclaimed
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.
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.
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.
1
2
OK
10/12/2021 - Present
Cetera Financial Specialists LLC (MUSKOGEE OK)
OK
09/30/1987 - 10/14/2021
AVANTAX INVESTMENT SERVICES, INC. (MUSKOGEE OK)
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
Active
Inactive
F
FINRA
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