Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pam? Claim Your ProfilePam Ziegler is a financial professional with over 20 years of experience in the financial services industry. Pam is currently registered with Hornor, Townsend & Kent, LLC and has a Series 6, 7, 24 and 63 licenses. Pam previously worked for M Holdings Securities, Inc. and Pacific Select Distributors, Inc. Pam offers portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
10/30/2019 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
OR
08/28/2018 - 09/06/2019
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
AZ
04/13/2010 - 01/02/2018
M HOLDINGS SECURITIES, INC. (PHOENIX AZ)
CA
07/23/2003 - 03/09/2010
PACIFIC SELECT DISTRIBUTORS, INC. (ALISO VIEJO CA)
OR
05/30/2001 - 04/04/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
BC
Issued 10/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Pam Ziegler is the right advisor for you? Invested Better is here to help.
