Pamela Lambert (CRD# 4373088) is an Investment Advisor Representative working at Ziv Investment Company in Chicago, IL and has over 22 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ziv Investment Company | Chicago, IL | Dec 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- DE
- IL
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$4,215,257
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
DE, IL
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