Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Stork is a financial advisor based in Lake Grove, NY with over 23 years of experience in the financial services industry. Adam has held various roles at a number of firms, including TD Ameritrade, Inc., Dreyfus Service Corporation, Taylor Stuart Financial, First Montauk Securities Corp., and Joseph Dillon & Company Inc. Adam is currently registered with Charles Schwab & Co., Inc. and is licensed to provide securities and investment advisory services in multiple states. Adam is also a Series 63 and Series 65 licensee and holds the Series 7 and SIE licenses. Adam is committed to providing 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.
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
1
2
NY
01/26/2022 - Present
Charles Schwab & CO., Inc. (Lake Grove NY)
NY
03/14/2007 - 07/29/2024
TD AMERITRADE, INC. (Lake Grove NY)
NY
07/25/2000 - 10/23/2006
DREYFUS SERVICE CORPORATION (UNIONDALE NY)
NY
10/26/1999 - 04/18/2000
TAYLOR STUART FINANCIAL (GREAT NECK NY)
NJ
05/14/1999 - 10/29/1999
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
05/14/1999 - 06/24/1999
JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)
IA
Issued 6/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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