Pamela WertheimCRD Number: 1311477
Current Firm: Securities America Advisors, Inc.
Pamela Wertheim (CRD# 1311477) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 27 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Antyjo LLC||Omaha, NE||Mar 2012 - Current||5|
|Securities America Financial Corporation||Omaha, NE||Nov 1999 - Current||17|
|Subsantional Deli, Inc.||Omaha, NE||Oct 1998 - Current||18|
|Securities America Advisors Inc.||Omaha, NE||Jan 1994 - Current||23|
|Securities America, Inc.||Omaha, NE||Sep 1984 - Current||32|
|Brecek & Young Advisors, Inc.||Folsom, CA||Nov 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1990|
|S65||NASAA Investment Advisors Law Examination||Nov 1993|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV