Unclaimed
Adam Nalewajek is a financial advisor with Hightower Advisors, LLC, and has been in the industry since 2008. Adam holds the Series 6, 7 and 66 licenses. Adam is a Registered Investment Advisor in New York and has been with Hightower Advisors, LLC since April 2023. Previously Adam worked for PARK AVENUE SECURITIES LLC and Prosperian Wealth Management.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
04/21/2023 - Present
Hightower Advisors, LLC (Purchase NY)
NY
11/23/2011 - 01/25/2017
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
BOTH
Issued 06/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Adam Nalewajek is the right advisor for you? Invested Better is here to help.