Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam James Knapik is a financial advisor with Reston Wealth Management. Adam has been working in the financial industry since 2013 and is registered with the state of Virginia. Adam has experience working with clients in the Reston area. The firm provides investment advisory services to individuals, pension and profit sharing plans, charitable organizations, corporations, and high-net-worth individuals. The firm also provides financial 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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
07/13/2021 - Present
Reston Wealth Management (RESTON VA)
MD
11/18/2015 - 08/03/2021
CHARLES SCHWAB & CO., INC. (Annapolis MD)
BOTH
Issued 11/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Adam Knapik is the right advisor for you? Invested Better is here to help.
