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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kalender is a financial advisor with over 20 years of experience in the financial services industry. Adam currently works at Milestone Asset Management Group, LLC. Previously Adam was a financial advisor at LION STREET FINANCIAL, LLC and ROYAL ALLIANCE ASSOCIATES, INC. He has a broad range of experience in financial planning and investment management. Adam is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. He is also a registered investment advisor in the state of New York.
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.
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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CT
06/01/2023 - Present
Milestone Asset Management Group, LLC (AVON CT)
NY
08/02/2021 - 06/02/2023
LION STREET FINANCIAL, LLC (WHITE PLAINS NY)
NY
04/21/2008 - 08/05/2021
ROYAL ALLIANCE ASSOCIATES, INC. (WHITE PLAINS NY)
NY
01/01/2005 - 11/19/2007
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
12/03/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
CT
11/05/2001 - 12/01/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
10/08/1997 - 11/01/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/08/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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