Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam David Tercek is a financial professional who is registered with BNY Mellon Securities Corp. in Pittsburgh, PA. Adam has been working in the securities industry since January 22, 2019. Adam holds the Series 3, 7TO, and 63 licenses. Adam is currently registered with the Financial Industry Regulatory Authority (FINRA) and 51 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
PA
01/23/2019 - Present
BNY Mellon Securities Corp. (PITTSBURGH PA)
BC
Issued 05/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2019
Series 3 - National Commodity Futures Examination
BC
Issued 01/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Adam Tercek is the right advisor for you? Invested Better is here to help.
