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 professional with over 15 years of experience in the financial services industry. Adam is currently a Managing Partner/Senior Wealth Manager at Convergent Financial Partners in Atlanta, Georgia. Adam is also a Registered Representative with Cetera Investment Advisers LLC. Prior to this, Adam was registered with Pruco Securities, LLC in Atlanta, Georgia from 2008 to 2023. Adam holds Series 6, 7TO, 26, 63, and 65 licenses, and is a Chartered Financial Consultant. Adam is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses.
Atlanta, GA
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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2
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 7/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/27/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 4/1/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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