Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Pashak is a financial advisor with over 20 years of experience in the financial services industry. Adam is currently registered with Ameriprise Financial Services, LLC and has been associated with them since 2005. Previously, Adam has worked at IDS Life Insurance Company and American Express Financial Advisors Inc. Adam is licensed in several states and holds the Series 63, 66, 7 and SIE licenses. Adam specializes in providing financial planning, portfolio management, educational seminars and pension consulting.
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.
Asset allocation services
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.
1
2
MI
05/01/2019 - Present
Ameriprise Financial Services, LLC (Southfield MI)
MN
03/19/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/26/2003 - 02/24/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/26/2003 - 02/24/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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