Unclaimed
Adam Antonik is a financial professional with over 12 years of experience in the industry. Adam is currently registered with Fidelity Brokerage Services LLC, and has previously held positions with Fidelity Distributors Company LLC, National Financial Services LLC, Fidelity Investments Institutional Services Company, Inc., Fidelity Distributors Corporation, Coburn & Meredith, Inc., and Barclay Investments, Inc. Adam holds a variety of licenses and certifications, including Series 7, Series 24, Series 52, and Series 53. Adam is committed to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
RI
09/30/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
11/09/2020 - 09/13/2021
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
RI
03/21/2016 - 09/13/2021
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
07/08/2011 - 03/28/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/10/2015 - 03/25/2016
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
CT
05/12/1995 - 11/21/1995
COBURN & MEREDITH, INC. (SIMSBURY CT)
NY
03/13/1995 - 05/15/1995
BARCLAY INVESTMENTS, INC. (NEW YORK NY)
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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