Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Chun Sze is a financial advisor with Foreside Fund Services, LLC. Adam has been in the financial services industry since 2008. Adam is registered in New York and has a Series 7, Series 66 and SIE. Adam was previously affiliated with NYLIFE DISTRIBUTORS LLC and CITIGROUP GLOBAL MARKETS INC.
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.
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NY
12/16/2022 - Present
Foreside Fund Services, LLC (New York NY)
NY
05/26/2010 - 07/19/2021
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NJ
11/22/2005 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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