Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Zedan is a financial advisor at Charles Schwab & Co., Inc. based in Newport Beach, CA. Adam has been working in the financial services industry since 2006 and is a Certified Financial Planner. Adam is registered with FINRA and the state of California. Adam provides financial planning and other advisory services to individuals, including investment management and selection of other advisors. Adam has a strong track record of success in helping clients 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
11/16/2019 - Present
Charles Schwab & CO., Inc. (Newport Beach CA)
CA
01/03/2011 - 08/09/2018
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
AZ
03/02/2009 - 12/16/2010
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
05/08/2007 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
10/04/2005 - 05/03/2007
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 05/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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