Unclaimed
Adam Straznicky is an investment advisor representative at Edward Jones. Adam has been in the securities industry since 2018. Adam has a Series 7, Series 66, and SIE licenses. Adam has a specialization in financial planning. Adam also provides portfolio management for businesses and individuals. Adam is registered in Alabama, Arizona, Colorado, Florida, Hawaii, Louisiana, Massachusetts, Missouri, Montana, New Mexico, North Carolina, Oklahoma, Oregon, Puerto Rico, South Carolina, and Texas.
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.
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.
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.
See schedule d - miscellaneous
1
2
TX
10/19/2018 - Present
Edward Jones (BASTROP TX)
BOTH
Issued 10/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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