Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winslow? Claim Your ProfileWinslow Ziv is a registered representative with Ziv Investment Co. based in Chicago, IL. Winslow has been active in the financial industry since 2022 and has a Series 7TO, SIE, and Series 66 license. Winslow is registered in California, Illinois, New York, and Washington. Ziv Investment Co. is a registered investment advisor with a focus on portfolio management for individuals. The firm has an approximate total of $22,915,455 in assets under management and caters to high-net-worth individuals. The firm's compensation arrangements include fixed fees, commissions, and a percentage of assets.
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.
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2
IL
10/17/2023 - Present
ZIV Investment Co. (CHICAGO IL)
BOTH
Issued 09/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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