Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kriz is a registered representative with Paychex Securities Corp. Adam has been in the financial services industry since January 21, 2019. Adam holds the Series 6, Series 63, and SIE licenses. Adam has worked at Mutual of Omaha Investor Services, Inc. and Pacific Select Distributors, LLC in the past.
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.
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.
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2
NY
08/28/2024 - Present
Paychex Securities Corp. (Rochester NY)
NE
08/19/2021 - 11/16/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
11/09/2017 - 03/17/2021
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
BC
Issued 12/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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