Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kotz is a financial advisor who has been in the industry since September 2012. Adam is registered as an Investment Advisor Representative in New Jersey and New York. Adam has a Series 65 license and is a registered Investment Advisor Representative with Mariner Wealth. Adam is also a board member of Americans Soccer Club.
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.
Family office 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.
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NY
10/22/2021 - Present
Mariner Wealth (NEW YORK NY)
IA
Issued 10/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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