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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bosiljevac is a financial advisor with Cambridge Investment Research Advisors, Inc. in Prospect, Pennsylvania. Adam has been in the financial industry since December 2010 and has experience working for several firms, including Nationwide Securities, LLC and PNC Investments. Adam is a registered representative in Pennsylvania and Texas. Adam holds the Series 7, Series 66, and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
02/08/2019 - Present
Cambridge Investment Research Advisors, Inc. (Prospect PA)
PA
03/18/2015 - 02/08/2019
NATIONWIDE SECURITIES, LLC (JEANNETTE PA)
PA
12/11/2013 - 02/23/2015
PNC INVESTMENTS (BUTLER PA)
PA
12/06/2010 - 12/17/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (PITTSBURGH PA)
BOTH
Issued 02/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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