Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Alinowski is a financial advisor who has been in the industry since 2008. Adam is currently registered with Charles Schwab & Co., Inc. in Westlake, TX and has previously held positions with OptionsXpress, Inc., Edward Jones, Wells Fargo Securities, LLC, Wells Fargo Brokerage Services, L.L.C., Countrywide Securities Corporation, NSX Securities LLC and Assent LLC. Adam holds several industry licenses including Series 3, 7, and 66. Adam specializes in providing financial planning and investment advice to individuals and families.
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
TX
02/03/2017 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/03/2017 - 11/13/2017
OPTIONSXPRESS, INC. (AUSTIN TX)
MO
09/23/2016 - 11/09/2016
EDWARD JONES (ST. LOUIS MO)
IL
11/06/2009 - 07/14/2015
WELLS FARGO SECURITIES, LLC (CHICAGO IL)
IL
04/23/2008 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (CHICAGO IL)
IL
07/09/2007 - 09/13/2007
COUNTRYWIDE SECURITIES CORPORATION (CHICAGO IL)
IL
01/09/2007 - 07/10/2007
NSX SECURITIES LLC (CHICAGO IL)
IL
07/12/2004 - 11/04/2004
ASSENT LLC (BOLINGBROOK IL)
BOTH
Issued 09/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2017
Series 3 - National Commodity Futures Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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