Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam J Handler is a financial advisor with over a decade of experience in the financial services industry. Adam has worked at various firms including Merrill Lynch, UBS Financial Services Inc, and The Investment Center, Inc.. Currently, Adam works as a registered investment advisor at Spc, a firm with over 30,000 clients and over $5 Billion in assets under management. Adam specializes in providing financial planning, portfolio management, and consultation services to a wide range of clients including individuals, businesses, high-net-worth individuals, corporations, and pension plans. Adam has experience in the financial services industry since 2010.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
03/25/2021 - Present
SPC (ANN ARBOR MI)
NJ
07/28/2014 - 03/11/2021
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NJ
04/19/2013 - 07/23/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
03/30/2011 - 04/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
11/22/2010 - 02/25/2011
AXA ADVISORS, LLC (WOODBRIDGE NJ)
NY
09/29/2007 - 01/08/2008
OPUS TRADING FUND LLC (JERICHO NY)
BOTH
Issued 01/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Adam Handler is the right advisor for you? Invested Better is here to help.
