Pamela L. Otten

PAMELA OTTEN LLC

Sheboygan, WI

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CRD#: 4805285

Professional summary

Pamela Lynn Otten, who also goes by Pamela L Gabrielse, is a registered financial advisor currently at PAMELA OTTEN LLC located in Sheboygan, Wisconsin.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Pamela has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pamela L Gabrielse

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Renew Ministries Not investment related 519 Blackstock Ave, Sheboygan WI 53083 Religious Pastor 01/01/2018 80 hours/month 40 hours/month during securities trading hours Planning worship, pastoral care

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Lynn Otten's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 25, 2011 - Present

PAMELA OTTEN LLC

RIA

CRD#: 156826

Sheboygan, WI

Past

September 1, 2009 - April 11, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

PLYMOUTH, WI

Past

January 14, 2009 - April 11, 2011

LPL FINANCIAL LLC

CRD#: 6413

PLYMOUTH, WI

Past

February 25, 2008 - January 15, 2009

TRIAD ADVISORS LLC

CRD#: 25803

PLYMOUTH, WI

Past

April 27, 2005 - February 26, 2008

LPL FINANCIAL LLC

CRD#: 6413

PLYMOUTH, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(3/25/2011)

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Exams

State Security Law Exam

IAR

Series 66

Date: 8/31/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/11/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/26/2005

General Securities Representative Examination

Current Firm

PAMELA OTTEN LLC

CRD#: 156826 / SEC#:

Wisconsin

Registered Investment Advisory firm - (3/25/2011 Approved)

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Contact information

Main Address

Sheboygan, WI

Mailing Address

Phone number

(920) 459-8933

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Pamela L. Otten

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Lynn Otten's CRS (Customer Relationship Summary).

Certified licenses

Experience

PAMELA OTTEN LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2009

Series 63

Date: 2/11/2005

Series 7

Date: 4/26/2005

Current Firm

PAMELA OTTEN LLC

Contact information

Documents

Red Flags

Company Information

PAMELA OTTEN LLC

TRUST BUT VERIFY

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