Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Schlossberg is an investment advisor representative with Park Avenue Securities LLC. Adam is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Adam has been in the industry since December 11, 2012 and has experience in financial planning, portfolio management and education seminars. Adam is also an insurance agent with Innovative Underwriters and Crump, Lion Street, Peterson group, and is the owner of NS Private Client Group LLC and Private Client Insurance Services LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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NJ
06/30/2019 - Present
Park Avenue Securities LLC (ROSELAND NJ)
BOTH
Issued 08/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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