Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kozak is a financial advisor with SPC, a firm that provides financial planning, portfolio management, and other services to individuals, businesses, and institutions. Adam has been in the industry since 2011, and has experience providing investment advice and managing assets for individuals and institutions. He has a CFP® certification, which is a nationally recognized standard of professional competency in financial planning. Adam is registered with the Securities and Exchange Commission (SEC) and is licensed to offer financial advice in multiple states. Adam is committed to providing his clients with personalized advice and tailored investment strategies that meet their individual needs. He is dedicated to helping clients achieve their financial goals.
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.
Consultation 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.
Seminar attendance fees
1
2
NY
01/29/2021 - Present
SPC (EASTCHESTOR NY)
NY
07/14/2011 - 06/13/2014
METLIFE SECURITIES INC. (ELMSFORD NY)
BOTH
Issued 07/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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