linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Pamela Heidi Friedman

Robertson Stephens

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Pamela? Claim Your Profile

About Pamela Heidi Friedman

Pamela Friedman is an investment advisor representative at Robertson Stephens. Pamela is a CERTIFIED FINANCIAL PLANNER™ professional who provides financial planning services to individuals and families. Pamela has a background in wealth management and has over 10 years of experience in the financial services industry. Pamela was previously employed by Lincoln Investment and CIBC Oppenheimer Corp. Pamela holds a Series 7 license and is registered with the state of Texas.

Firm Information

Pamela Friedman is currently registered with Robertson Stephens. Robertson Stephens is a wealth management firm located in San Francisco, California. Founded in 2005, the firm manages over $4.9 billion in assets and provides a variety of services, including financial planning, portfolio management, and pension consulting. They serve high-net-worth individuals, corporations, and other entities, including charitable organizations and pension plans.
Robertson Stephens

455 MARKET STREET

SAN FRANCISCO, CA 94105-2442

$4.93B

Assets Under Management

19

Total Clients

52

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Pamela Friedman’s Registration & Firm History

CA

04/01/2020 - Present

Robertson Stephens (SAN FRANCISCO CA)

TX

10/02/2012 - 02/07/2013

LINCOLN INVESTMENT (AUSTIN TX)

NY

02/17/1998 - 11/24/1998

CIBC OPPENHEIMER CORP. (NEW YORK NY)

Not sure if Pamela Heidi Friedman is right for you?

Licenses & Designations

BC

Issued 10/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pamela Heidi Friedman.
Not sure if Pamela Heidi Friedman is right for you?