Pamela S. Birkenholz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Pamela Sue Birkenholz, who also goes by Pam Birkenholz, Pamela Sue Stromer, was a registered financial professional .
Pamela is a previously registered financial professional and started their career in finance in 1999. Pamela had worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 24, 2020 - December 31, 2021
GENEX CONSULTING
April 21, 2020 - December 31, 2020
PRIVATE CLIENT SERVICES, LLC
April 16, 1999 - May 6, 2020
WADDELL & REED
March 12, 1999 - May 6, 2020
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GENEX CONSULTING
CRD#: 145772 / SEC#: 801-112450
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,880 |
| AUM (Assets Under Management) | $ 634,959,615 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
