Pamela Joanne Zedick

Current Employers

Employment History

• 08/2003 → 11/2017
  National Planning Corporation
  San Dimas, CA
• 04/2017 → Present
  Valley Wealth Strategies Llc
  Dana Point, CA
• 11/2017 → Present
  Lpl Financial, Llc
  Dana Point, CA

Previous Registrations

• 2017-05-30 → 2017-12-31
  Valley Wealth Strategies
  San Dimas, CA
• 2006-12-12 → 2017-11-29
  National Planning Corporation
  Lake Forest, CA
  San Dimas, CA
  Lake Forest, CA
  Dana Point, CA
• 2003-01-28 → 2003-06-09
  Morgan Stanley Dw Inc.
  Newport Beach, CA

Other Businesses

1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life Agent - Start Date 4/25/2008 - 5 Hours Per Month - Life, LTC, Health. 2. 11/29/2017 - Pamela J. Zedick Financial Planning Services, Inc. - Not Investment Related - Business Entity For Tax/Investment Purposes Only. 3. 11/29/2017 - Zuk Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 01/04/2018 - Valley Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 4/24/2017 - 16 Hours Per Month/16 Hours During Securities Trading - I provide investment advisory services through Valley Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 04/2017. I expect to spend approximately 16 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 01/08/2018 - Valley Wealth Strategies, LLC - DBA: Zuk Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/2017 - 16 Hours Per Month/16 Hours During Securities Trading. 6. 1/14/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life Agent - Started 01/07/2020 - 10 Hours Per Month/1 Hour During Securities Trading - Life, LTC, Health and Fixed Annuities. 7. 1/23/2020 - No Business Name - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Estate Planner - Started 01/07/2020 - Gather estate plan information from clients who are interested in doing a trust and will pass this information onto the estate planning attorneys for their preparation of a comprehensive living trust for the clients - Integrity Estate Planning. 8. 01/08/2024 - Beacon Tax & Wealth Advisors - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - CTEC Tax Preparer - Start Date - 01/15/2024 - 80 Hours Per Month/0 Hours During Securities Trading 9. 02/10/2025- Beacon Tax & Wealth Advisors LLC.- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 80 Hours Per Month- 4 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2002-09-18

Designations