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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 Knaust is a financial advisor who has been in the industry since 2008. Adam is currently registered with LPL Financial LLC in Latham, NY. Adam has previously worked with VOYA FINANCIAL ADVISORS, INC. in Albany, NY and FIRST INVESTORS CORPORATION in Newburgh, NY. Adam offers a variety of financial services including financial planning, portfolio management and educational seminars. Adam is registered to provide investment advisory services in California, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and West Virginia. Adam is also registered to provide broker-dealer services in the same states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
05/16/2024 - Present
LPL Financial LLC (LATHAM NY)
NY
07/25/2014 - 08/22/2016
VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)
NY
04/28/2008 - 07/28/2014
FIRST INVESTORS CORPORATION (NEWBURGH NY)
BC
Issued 05/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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