Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Skalicky is a financial professional with over 10 years of experience in the industry. Adam is currently registered with Osaic Institutions, Inc. and is licensed in California and Colorado. Adam has a strong background in securities and investment advisory services, and has held previous positions with CUSO FINANCIAL SERVICES, L.P. and SCOTTRADE, INC. Adam has a comprehensive understanding of the financial markets and is committed to providing personalized advice to meet the unique needs of each client.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitation services for other advisers
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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2
CO
12/01/2023 - Present
Osaic Institutions, Inc. (Greenwood Village CO)
CO
10/29/2018 - 11/17/2023
CUSO FINANCIAL SERVICES, L.P. (Greenwood Village CO)
CO
11/04/2011 - 03/09/2018
SCOTTRADE, INC. (WESTMINSTER CO)
BC
Issued 12/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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