Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Antoniades is an active investment advisor representative registered with Cetera Investment Advisers LLC and Cetera Investment Management LLC. Adam is a Registered Principal, holding the Series 24 and Series 27 licenses. Adam has been in the industry since 1994. Adam has previously been employed by First Allied Securities, Inc., Advanced Equities, Inc., Round Hill Securities, Inc., Western Securities Clearing Corp., Rockwood Inc. and First Affiliated Securities.
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
CA
02/13/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
06/13/2005 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IL
08/23/2004 - 11/17/2006
ADVANCED EQUITIES, INC. (CHICAGO IL)
CA
11/11/2004 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
09/18/1997 - 10/01/2004
WESTERN SECURITIES CLEARING CORP. (SAN DIEGO CA)
CA
10/27/1994 - 09/14/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
09/28/1994 - 02/28/1995
ROCKWOOD INC. (NEW YORK NY)
CA
09/02/1994 - 09/16/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
BC
Issued 9/8/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/1/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 9/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/1/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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