Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Cansler is a financial advisor who has been in the industry since 2009. Currently, Adam is registered with Charles Schwab & CO., Inc. as a registered representative. Adam's experience includes work with both Charles Schwab & CO., Inc. and Transamerica Capital, Inc.. Adam has a wide range of experience with different financial products, including securities, options, futures, forex, and financial planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
06/16/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
05/20/2013 - 04/02/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
03/13/2008 - 06/02/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TN
11/13/2006 - 02/26/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NY
01/04/2006 - 11/03/2006
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CT
11/17/2004 - 09/28/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
KS
11/05/2003 - 07/01/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2021
Series 4 - Registered Options Principal Examination
BC
Issued 01/23/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/12/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/27/2022
Series 57TO - Securities Trader Exam
BC
Issued 11/09/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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