Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gordon Ziv is an active advisor in the financial industry with over 30 years of experience. Peter Ziv holds the Series 63, Series 14, Series 53, Series 24, Series 4, Series 57TO, Series 99TO, SIE, Series 55, and Series 7 licenses. Currently, Peter Ziv is registered with Ziv Investment Co., where he has been employed since March 23, 1992. Ziv Investment Co. is a registered investment advisor based in Chicago, Illinois. Ziv Investment Co. manages assets for individuals and has approximately 8 clients. Peter Ziv specializes in portfolio management. Ziv Investment Co. manages a total of $22,915,455 in assets, with $22,915,455 of those assets managed on a discretionary basis.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/23/1992 - Present
ZIV Investment Co. (CHICAGO IL)
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/28/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/31/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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