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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 Puskar is an investment advisor representative with Bleakley Financial Group, LLC. Adam is registered with FINRA and a number of states including Colorado, Florida, Georgia, Massachusetts, Michigan, Minnesota, New Jersey, New York, Pennsylvania, Texas, and Virginia. Prior to joining Bleakley Financial Group, LLC, Adam worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam has earned the Series 66, Series 65, Series 7, and SIE licenses. Adam specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Non-investment consulting/implementation 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.
A percentage of the total value of assets under management is charged.
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PA
06/30/2022 - Present
Bleakley Financial Group, LLC (Whitehall PA)
NJ
06/10/2013 - 09/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
IA
Issued 04/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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