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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 Colin Desimone is a financial advisor who is registered with FINRA and the state of New Jersey. Adam has been in the financial industry since 2005, and has experience working with individual investors, high-net-worth individuals, corporations, and charitable organizations. Adam currently works at Pinnacle Investments, LLC. Adam has previously worked for VALIC Financial Advisors, Inc., Allstate Financial Services, LLC, Terranova Capital Equities, Inc, Ceros Financial Services, Inc., Investment Planners, Inc., BlackRock Investments, LLC, Hennion & Walsh, Inc., Bear, Stearns & Co. Inc. and Maxim Group LLC. Adam provides financial planning, portfolio management and educational workshops to his clients. Adam is a licensed investment advisor in the following states: New Jersey, New York, Pennsylvania, Florida and South Carolina.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NJ
10/04/2024 - Present
Pinnacle Investments, LLC (Great Meadows NJ)
NJ
02/19/2019 - 04/06/2022
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
NJ
06/01/2017 - 12/12/2017
ALLSTATE FINANCIAL SERVICES, LLC (PEQUANNOCK NJ)
NY
10/27/2015 - 11/04/2016
TERRANOVA CAPITAL EQUITIES, INC (NEW YORK NY)
MD
01/16/2014 - 11/12/2015
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
IL
11/04/2011 - 01/29/2014
INVESTMENT PLANNERS, INC. (DECATUR IL)
NJ
06/28/2011 - 11/04/2011
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NJ
12/22/2009 - 06/22/2011
HENNION & WALSH, INC. (PARSIPPANY NJ)
NY
02/28/2008 - 05/05/2008
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
05/01/2007 - 05/05/2008
BEAR, STEARNS & CO. INC. (BROOKLYN NY)
NY
01/09/2006 - 07/11/2006
MAXIM GROUP LLC (NEW YORK NY)
IA
Issued 05/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 12/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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