Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lawrence Kinzer is a licensed securities professional with over 10 years of experience in the financial services industry. Adam is currently registered with A.g.p. / Alliance Global Partners, a full-service investment firm based in Westport, CT. Previously, he held positions at AEGIS CAPITAL CORP., SUNRISE SECURITIES CORP., and CRT CAPITAL GROUP LLC. Adam holds the Series 7, Series 79, Series 63 and SIE licenses. Adam is dedicated to providing investment advice and guidance to individuals, businesses and institutions. Adam is a registered representative and is authorized to conduct business in New York and New Jersey.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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NY
04/05/2018 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
03/20/2015 - 04/25/2018
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
11/05/2013 - 11/21/2014
SUNRISE SECURITIES CORP. (NEW YORK NY)
NY
07/08/2011 - 11/07/2013
CRT CAPITAL GROUP LLC (NEW YORK NY)
NY
03/28/2011 - 07/05/2011
SUNRISE SECURITIES CORP. (NEW YORK NY)
BC
Issued 05/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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