Unclaimed
Pamela Mahan Zschoche is a financial advisor with Cetera Investment Advisers LLC in Overland Park, Kansas. Pamela has been in the securities industry since July 3, 2000. Pamela is a Certified Financial Planner™ and provides financial planning, portfolio management for individuals and businesses, and educational seminars. Pamela also offers pension consulting and selection of other advisors. Pamela has previously worked with Invest Financial Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, and Waddell & Reed, Inc.
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.
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
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
04/28/2004 - 11/22/2006
INVEST FINANCIAL CORPORATION (LEAWOOD KS)
MA
04/04/2003 - 04/21/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/04/2003 - 04/21/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
KS
06/28/2000 - 04/15/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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