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Adam Dziubinski is an investment advisor representative at Cetera Investment Advisers LLC. Adam has been in the financial services industry for over 10 years. Adam specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Adam holds Series 6, 7, 26, 63, and 65 licenses. He is registered in Illinois and Texas as an investment advisor representative. Adam is also registered in several other states as a broker-dealer. Adam's previous experience includes working at Foresters Financial Services, Inc. and Foresters Advisory Services. Adam is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
IL
04/22/2022 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
07/02/2012 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
IA
Issued 04/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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