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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 Straseske is a financial advisor with Strategic Financial Concepts, LLC, located in San Antonio, Texas. Adam has been in the financial industry since 2002 and has been with Strategic Financial Concepts, LLC since 2008. He holds Series 63, 65, 7, and 24 licenses and has a SIE certification. Adam specializes in providing financial planning, portfolio management for individuals and businesses, and general consulting and business planning services.
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.
General consulting and business planning 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.
Retainer fees
1
2
TX
11/13/2008 - Present
Strategic Financial Concepts, LLC (SAN ANTONIO TX)
TX
11/03/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (AUSTIN TX)
TX
06/17/2002 - 12/31/2006
CHOICE INVESTMENTS, INC. (AUSTIN TX)
SC
02/14/2001 - 06/15/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TN
03/27/2000 - 02/08/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
04/26/1999 - 03/30/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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