Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Manuel is a financial advisor with Avantax Advisory Services. Pamela has been in the financial services industry since 2000 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Pamela has a variety of licenses and certifications including Series 6, 7, 63, and SIE. Pamela also holds a state insurance license. Pamela is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Pamela specializes in wealth management, retirement planning, college savings, and insurance planning. Pamela is dedicated to building long-lasting relationships with her clients and providing them with the highest level of service.
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
02/02/2024 - Present
Avantax Advisory Services (DALLAS TX)
LA
01/23/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MORGAN CITY LA)
LA
02/14/2018 - 01/28/2019
LPL FINANCIAL LLC (PATTERSON LA)
LA
03/04/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (PATTERSON LA)
LA
07/06/2005 - 04/05/2010
CHASE INVESTMENT SERVICES CORP. (DES ALLEMANDS LA)
IL
09/18/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Pamela Manuel is the right advisor for you? Invested Better is here to help.
