Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Izaac is an investment advisor representative registered with City National Rochdale in Beverly Hills, CA. Adam is a seasoned investment professional, having over 13 years of experience in the financial services industry. Adam is committed to providing customized financial solutions to a wide range of clients, including individuals, families, businesses, and institutions. Adam holds the Series 6, 7, 63, and 65 licenses, along with the SIE exam. Adam also holds the prestigious designation of Chartered Financial Analyst. Adam's previous affiliations include CITY NATIONAL SECURITIES, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and NATIONAL PLANNING CORPORATION.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
CA
04/05/2021 - Present
City National Rochdale (Beverly Hills CA)
CA
02/03/2014 - 01/04/2017
CITY NATIONAL SECURITIES, INC. (BEVERLY HILLS CA)
CA
08/13/2013 - 01/28/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
01/10/2011 - 04/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
CA
07/02/2003 - 09/15/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 01/19/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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