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Pamela R Lambert

ZIV Investment Co.

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About Pamela R Lambert

Pamela Lambert is a registered investment advisor representative at Ziv Investment Co.. Pamela has been in the industry since August 2002 and has a wide range of experience in financial services. Pamela is licensed in Delaware and Illinois, and has passed several exams including the Series 7, Series 63, Series 24, Series 27, Series 65, Series 79 and the SIE exam. Pamela's firm provides a variety of services to high-net-worth individuals including portfolio management.

Firm Information

Pamela Lambert is currently registered with ZIV Investment Co.. ZIV Investment Co., a corporation formed in October 1969, is an investment advisor registered with the SEC and in 26 states. The firm provides portfolio management services for individuals. They manage approximately $22.9 million in regulatory assets under management for 12 accounts. ZIV Investment Co. has a website at HTTP://WWW.ZIVINVESTMENT.COM.

$22.92M

Assets Under Management

8

Total Clients

5

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Pamela Lambert’s Registration & Firm History

IL

07/09/2020 - Present

ZIV Investment Co. (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2014

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/25/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2016

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 04/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela R Lambert.
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