Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kazinec is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, IL. Adam has been in the financial services industry since June 2008. Adam is registered with the state of Georgia as an Investment Advisor Representative (IAR). He also holds Series 6, 7, 26, 63 and 65 licenses and holds the Chartered Financial Consultant designation. Adam has a broad base of experience working with various clients including individuals, families, businesses, and charitable organizations. Adam is dedicated to helping his clients reach their financial goals.
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.
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GA
11/28/2023 - Present
Cetera Investment Advisers LLC (Atlanta GA)
GA
06/02/2008 - 11/30/2023
PRUCO SECURITIES, LLC. (Atlanta GA)
IA
Issued 07/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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