Pamela Wertheim, financial advisor La Vista NE
93 score

Pamela Wertheim

CRD 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 26 years of experience in the finance industry.

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Company Name Location Dates Years
Antyjo LLC Omaha, NE Mar 2012 - Current 4
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 22
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
Contact Info for Pamela J. Wertheim
Phone Number: 402-399-9111
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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