Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Pollack is a registered investment advisor representative with Stratos Wealth Partners, Ltd. Adam has been in the industry since February 5, 2014 and holds the Series 7 and SIE licenses. Adam is registered in Florida, Ohio and Texas. Adam is affiliated with LPL Financial LLC and Stratos Wealth Partners, Ltd. Adam is a registered investment advisor representative in the state of Ohio and Texas.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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