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Pamela Joanne Zedick

Valley Wealth Strategies, LLC

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About Pamela Joanne Zedick

Pamela Zedick is a financial advisor registered in multiple states. She holds the Series 66, Series 31 and Series 7 licenses, and is also a Certified Financial Planner. Pamela has been working in the industry since 2002 and has a strong track record of success in providing investment advice and financial planning services to individuals and families. Pamela is currently affiliated with Valley Wealth Strategies, LLC, an independent investment advisor firm. She has previously worked with National Planning Corporation and Morgan Stanley DW Inc. Pamela's services include financial planning, portfolio management, and selection of other advisors.

Firm Information

Pamela Zedick is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Pamela Zedick’s Registration & Firm History

CA

10/20/2017 - Present

Valley Wealth Strategies, LLC (LODI CA)

CA

08/15/2003 - 11/29/2017

NATIONAL PLANNING CORPORATION (San Dimas CA)

NY

08/27/2002 - 06/09/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 08/26/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Joanne Zedick.
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